Astra Ventures

RIASEC RegisteredEst. 2024
Total AUM
$180M
Discretionary
$180M
100% of AUM
Avg account
$3.5M
Accounts
52
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
306263
Registered since
July 12, 2024
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI55.76%
  • Pooled Investment Vehicles33%
  • Individuals11.24%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Astra Ventures is organized as a limited liability company that registers with the SEC (registration year 2024) and identifies as a private equity fund manager. Its client base spans individuals, families and institutional investors. The firm lists a mix of advisory activities including portfolio management for individuals/small businesses, pooled investment vehicles and institutional clients, plus manager selection. It also records CPO/CTA activity and acts as sponsor, general partner and managing member of pooled vehicles. Astra Ventures does not classify itself as an active ESG investor. Fee arrangements are percentage-of-AUM based. The firm reports domestic ownership and a business model that combines direct fund sponsorship with discretionary portfolio management rather than acting primarily as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 87%, Derivatives 13%87%
  • Exchange Traded Equities87%
  • Derivatives13%

Owners & executives

2 of 2
  • Stephen Buehler

    Stephen Buehler

    Founder and CEOCRD 5331641

  • Charles Lalanne

    Charles Lalanne

    Chief Investment OfficerCRD 3005327

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth