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Alphastar Capital Management, LLC

● SEC registered since 2011CRD 157423SEC# 801-72361Cornelius, NC
Export (members)
Reg. AUM
$2.5B
Employees
150
Accounts
15,795
Location
Cornelius, NC

Alphastar Capital Management, LLC assets under management

Alphastar Capital Management, LLC is a registered investment adviser overseen by the SEC based in Cornelius, NC. The firm has been registered since 2011. It reports $2.5 billion in regulatory assets under management and employs 150 people.

Alphastar Capital Management, LLC owners & executives

15 reported
NameTitleOwnershipSince
Anitra Cassas ControlGeneral CounselUnder 5%2024
Anthony John Parish ControlChief Investment Officer / Member5-10%2019
Berry H Johnson Jr Family TrustMember10-25%2011
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Frequently asked questions

How much does Alphastar Capital Management, LLC manage?

Alphastar Capital Management, LLC reports $2.5 billion in regulatory assets under management on its Form ADV.

How many employees does Alphastar Capital Management, LLC have?

Alphastar Capital Management, LLC reports 150 employees.

Where is Alphastar Capital Management, LLC located?

Alphastar Capital Management, LLC is based in Cornelius, NC and has been SEC-registered since 2011.

Does Alphastar Capital Management, LLC disclose fund performance?

Alphastar Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address19520 West Catawba Avenue, Suite 112, Cornelius, NC 28031
Phone855-340-2514
Fax855-340-2514
Office hours8:30 a.m. - 5:30 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1633857
Discloses disciplinary historyYes

Regulatory AUM

$2.5B▲ 118%
Feb '25 — $1.15BMar '25 — $1.84BApr '25 — $1.84BMay '25 — $1.84BJun '25 — $1.84BJul '25 — $1.84BAug '25 — $1.84BSep '25 — $1.84BOct '25 — $1.84BNov '25 — $1.84BDec '25 — $1.84BJan '26 — $1.84BFeb '26 — $1.84BMar '26 — $2.5BApr '26 — $2.5BMay '26 — $2.5BJun '26 — $2.5B
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 5%
More than 95% of 16,825 advisers

Assets under management

$2.5Bregulatory AUM
Discretionary $2.49BNon-discretionary $1.4M