WHITESTAR ADVISORS, LLC
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 124627
- Registered since
- May 9, 2003
- Website
- www.whitestarllc.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Pension & Profit Sharing Plans100%
Firm profile
FINTRXOverview
Whitestar Advisors, LLC is a small, institutionally focused registered adviser that has been SEC-registered since 2003. The firm operates under a qualified-custodian classification and manages assets on a fully discretionary basis. Its client base is concentrated and institutional in nature; fee arrangements are flexible and include percentage-of-AUM, hourly, fixed-fee, and performance-based components. Whitestar is not identified as an active ESG investor and is not set up as a multi-state adviser. Investment activity centers on non-traditional and real asset exposure rather than a broad public-equity tilt. Filings show a material allocation labeled as “Other,” suggesting meaningful positions outside standard listed securities — principally channeled into real estate strategies through third-party managers and direct opportunities. The firm’s industry affiliations with a law firm and a real estate broker point to in-house capabilities for legal, transactional and deal-sourcing support when executing private or illiquid investments.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Other74%
- Cash & Cash Equivalents26%
Owners & executives
1 of 1JAMES BISHOP
President, CEOCRD 858662
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOCA RATON, FL
PALM BEACH
Location
BOCA RATON, FL
Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 902 Clint Moore Rd
- Time zone
- ET (UTC-5)
- Office locations
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