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WHITESTAR ADVISORS, LLC
CRD 124627File 801-62048
APPROVED
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$454.5M
Above cohort median (national)
Discretionary AUM
$454.5M
Clients
27
27 accounts
Employees
8
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 9, 2003
- Principal office
- 902 CLINT MOORE ROAD, SUITE 104, BOCA RATON, FL, 33487
- Phone
- 561-999-9949
- Website
- HTTP://WWW.WHITESTARLLC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $454.5M
- Discretionary AUM
- $454.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 27
- Non-discretionary accounts
- 0
- Total accounts
- 27
- AUM per client
- $16.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 27 | $454.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- Yes
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 8 | decreased by2 |
| Apr 1, 2026 | Clients | 28 | 27 | decreased by1 |
| Apr 1, 2026 | AUM | $569,395,112 | $454,480,753 | decreased by$114,914,359 |
| Apr 1, 2026 | Accounts | 28 | 27 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 35 | 28 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $572,695,372 | $569,395,112 | decreased by$3,300,260 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 35 | 28 | decreased by7 |
| Apr 1, 2022 | Employees | 13 | 10 | decreased by3 |
| Apr 1, 2022 | Clients | 46 | 35 | decreased by11 |
| Apr 1, 2022 | AUM | $672,949,882 | $572,695,372 | decreased by$100,254,510 |
| Apr 1, 2022 | Accounts | 46 | 35 | decreased by11 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WHITESTAR ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WHITESTAR ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.