Polestar Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 142864
- Website
- www.polestarresearch.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles190.52%
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Polestar Capital LLC is a small, individually owned limited-liability advisory practice that serves individuals, families and a limited number of institutional clients. The firm operates as a registered representative of a broker-dealer and provides portfolio management for individuals and small businesses, charging fees as a percentage of assets under management. Polestar does not identify as an ESG investor, is not registered as a multi-state adviser, and is not set up as a capital allocator. Polestar’s operating footprint and regulatory posture are modest: it does not list related advisers, is not positioned as a pension consultant, and is not newly formed. The combination of broker-dealer affiliation and a fee-on-AUM model suggests a hybrid operating approach where investment advice is delivered alongside broker-dealer distribution/transaction capabilities.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
2 of 2
Rajiv Sharma
Managing DirectorCRD 2502818

Siddarth Sharma
Senior Data ScientistCRD 8179392
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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