Stardust Capital

RIAState Registered
Total AUM
$1.1M
Discretionary
$1.1M
100% of AUM
Avg account
$151K
Accounts
7
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
316861
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Stardust Capital is organized as a limited liability company and operates as an independent registered investment adviser focused on portfolio management for individuals and small businesses. The firm is owned by an individual and charges clients on a percentage-of-assets basis. Its stated client base is individual and family investors; it does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant. Advisory activity centers on discretionary portfolio management. With modest scale and a small client roster, the firm appears to run a tightly focused advisory practice rather than a broad institutional or multi-product platform.

Assets & Accounts

Public Holdings

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 70%, US Government Bonds 10%, Derivatives 10%, Public Funds/Mutual Funds 10%70%
  • Exchange Traded Equities70%
  • US Government Bonds10%
  • Derivatives10%
  • Public Funds/Mutual Funds10%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth