Polestar Capital LLC

RIASEC Registered
Total AUM
$702K
Discretionary
$702K
100% of AUM
Avg account
$175K
Accounts
4
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
142864
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles190.52%
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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 100%100%
  • Exchange Traded Equities100%

Contacts

2 of 2
  • Rajiv Sharma

    Rajiv Sharma

    Managing DirectorCRD 2502818

  • Siddarth Sharma

    Siddarth Sharma

    Senior Data ScientistCRD 8179392

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth