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Whitestar Advisors, LLC

● SEC registered since 2003CRD 124627SEC# 801-62048Boca Raton, FL
Export (members)
Reg. AUM
$454.5M
Employees
8
Accounts
27
Location
Boca Raton, FL

Whitestar Advisors, LLC assets under management

Whitestar Advisors, LLC is a registered investment adviser overseen by the SEC based in Boca Raton, FL. The firm has been registered since 2003. It reports $454.5 million in regulatory assets under management and employs 8 people.

Whitestar Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
James Edward Bishop ControlCcoOver 75%2002
Whitestar Global, Inc. ControlMember50-75%2019
Whitestar Holdings, LLC ControlManaging Member50-75%2002
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Frequently asked questions

How much does Whitestar Advisors, LLC manage?

Whitestar Advisors, LLC reports $454.5 million in regulatory assets under management on its Form ADV.

How many employees does Whitestar Advisors, LLC have?

Whitestar Advisors, LLC reports 8 employees.

Where is Whitestar Advisors, LLC located?

Whitestar Advisors, LLC is based in Boca Raton, FL and has been SEC-registered since 2003.

Does Whitestar Advisors, LLC disclose fund performance?

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

Contact & registration

Address902 Clint Moore Road, Suite 104, Boca Raton, FL 33487
Phone561-999-9949
Fax561-999-9948
Office hours8:30 a.m. To 5:30 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$454.5M▼ 20%
Mar '25 — $569.4MApr '25 — $569.4MMay '25 — $569.4MJun '25 — $569.4MJul '25 — $569.4MAug '25 — $569.4MSep '25 — $569.4MOct '25 — $569.4MNov '25 — $569.4MDec '25 — $569.4MJan '26 — $569.4MFeb '26 — $569.4MMar '26 — $454.5MApr '26 — $454.5MMay '26 — $454.5MJun '26 — $454.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$454.5Mregulatory AUM
Discretionary $454.5M