The AMERICAN FUNDSTARS FINANCIAL GROUP is a privately held investment adviser that advises $355.87mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. AMERICAN FUNDSTARS FINANCIAL GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 236.68% over the last 4-years.
The Group has been registered with the SEC for 3.99 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1 PARK PLAZA SUITE 210, IRVINE, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 14 employees comprised of 9 investment and 5 non-investment staff. The total number of Employees increased by 27.27% over the last 4-years.
Their $355.87mn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 39 other accounts. Assets of High Net Worth Individuals clients own $190.68mn or 53.58% of Total Assets and Corporations or Other Businesses own $117mn or 32.88% of Total Assets.
The Group's top investment strategies include Multi Strat and Traditional LBO, representing 72.64% and 27.36% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
AMERICAN FUNDSTARS FINANCIAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.