AVESTAR CAPITAL, LLC

CRD 287525File 801-110020

APPROVED

Retail clients

Custody

Filing as of Jul 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.07B

Top 25% of cohort (national)

Discretionary AUM

$2.06B

Non-discretionary $7.0M

Clients

187

190 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Mar 9, 2017
Principal office: 400 MADISON AVENUE, FLOOR 21, NEW YORK, NY, 10017
Phone: 212-706-4140
Website: HTTP://WWW.AVESTARCAPITAL.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.07B
Discretionary AUM: $2.06B
Non-discretionary AUM: $7.0M
Discretionary accounts: 187
Non-discretionary accounts: 3
Total accounts: 190
AUM per client: $11.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	8	$6.8M
Charitable organizations	5	$20.5M
High net worth individuals	142	$1.96B
Pooled investment vehicles	4	$61.7M
Individuals (other than high net worth individuals)	28	$16.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This 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.