The AVESTAR CAPITAL GROUP is a privately held investment adviser that advises $2.07Bn in regulatory assets under management held in 2 SEC fund types across 4 investment strategies. AVESTAR CAPITAL 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 149.3% over the last 5-years.
The Group has been registered with the SEC for 9.4 years and is comprised of 2 filing and 1 relying advisers. They operate out of 4 office locations with their Headquarters at 400 MADISON AVENUE FLOOR 21, NEW YORK, NEW YORK. The Group has been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 20 employees comprised of 8 investment and 12 non-investment staff. The total number of Employees increased by 17.65% over the last 5-years.
Their $2.07Bn in assets advised are owned by 5 private funds, 1 public fund and BDCs and 13 other accounts. Assets of High Net Worth Individuals clients own $1.96Bn or 94.86% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $62.05mn or 3% of Total Assets.
The Group's top investment strategies include Traditional LBO, Long/Short Equity and Emerging Markets, representing 32.31%, 29.57% and 19.38% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 2 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 and management fees.
AVESTAR CAPITAL GROUP names 2 sub-advisers 360 ONE CAPITAL PTE LTD, WARBURG PINCUS to 2 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.