A complete list of active advisors currently associated with Avestar Capital, LLC

Warmer can help you find a great advisor at Avestar Capital, LLC or one who fits your needs even better.

Avestar Capital manages roughly $2.06 billion in client assets across discretionary and non‑discretionary mandates for about 170 clients supported by a 12‑advisor team. The firm provides portfolio management, financial planning, due diligence and family office services to high‑net‑worth, accredited and institutional clients, including private investment funds. Avestar combines in‑house ETF‑based strategies (for example, a global equity ETF and a tactical risk allocator) with third‑party model portfolios marketed under 3Alpha, using a mix of passive and active managers, options overlays, and short‑duration fixed‑income sleeves. The firm monitors and rebalances models on an ongoing basis, prepares quarterly model performance reports, and sources private equity and hedge fund exposures through partners such as Crystal Capital Partners and Aqua Platform via SPVs. The firm’s structure and offerings include several features that are uncommon among multi‑team peers: it acts as investment manager, general partner and sponsor for proprietary private funds and SPVs, provides portfolio management for pooled vehicles, and operates offshore affiliates and a Model Portfolio Sub‑Advisor program that serves non‑U.S. clients. Avestar also makes private placement insurance and annuity strategies (PPLI/PPVA) available and discloses hypothetical/model performance in its materials, all of which distinguish its mix of public and pooled/private capabilities from most firms in its category.

To learn more about the advisors currently working at Avestar Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.