GOLD STAR ASSET MANAGEMENT, LLC

Overview

Gold Star Asset Management, LLC is a small, owner-operated advisory firm that focuses on portfolio management for individuals, families and small businesses. The firm charges a percentage of assets under management and may also assess performance-based fees, suggesting it takes on outcome-linked or specialized mandates for select clients. Investment activity is concentrated in publicly traded pooled vehicles rather than in direct-stock or broad alternatives exposure; filings show the bulk of assets held in mutual funds and other public funds. Gold Star is not positioned as an ESG-focused or multi-state pension consultant and does not report relationships with related advisers or third-party alternative asset managers. The advisory model is non-discretionary in practice: the firm reports its assets as non-discretionary, which indicates clients retain final trading authority while the adviser provides investment recommendations and portfolio construction. Given the firm’s small scale, its allocations are likely implemented through low-cost, broadly diversified mutual funds and public fund wrappers rather than bespoke institutional strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices