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WHITESTAR ADVISORS, LLC
CRD 124627File 801-62048
APPROVED
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.