AsterBright Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,732,964
Clients
6
67% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
LowAverage account size
$1,122,161
About
AsterBright Capital Management, LLC provides discretionary portfolio management to individuals, high net worth clients, small businesses, and foundations, and may manage certain institutional-type accounts. The firm generally tailors portfolios to each client’s goals, risk tolerance, and investment objectives and, in limited cases, manages accounts on a non‑discretionary basis.
Portfolios are constructed using a blend of fundamental and quantitative research and may include long‑only strategies as well as opportunistic long/short positions and options for qualified clients, implemented through individual equities and ETFs. Investments are limited to liquid, publicly traded securities, and accounts are typically reviewed periodically with most managed on a discretionary basis.
The firm is distinctive among solo independent advisers in offering performance‑based fee arrangements to qualified clients and in providing portfolio management for foundations and other institutional clients, features that are uncommon for firms of its type. AsterBright also discloses a related proprietary trading entity that is currently inactive and maintains policies intended to mitigate potential conflicts should that entity become operational.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
1.00% per year
Performance-based fees available for qualified clients and strategies; specifics disclosed in advisory agreements
Main office location
AsterBright Capital Management, LLC
Wellesley MA, United States
Number of offices
1
Most active in
AsterBright Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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