A complete list of active advisors currently associated with XSTAR Fund Management LLC
Warmer can help you find a great advisor at XSTAR Fund Management LLC or one who fits your needs even better.
XSTAR Fund Management LLC primarily serves accredited and high‑net‑worth investors through a privately offered pooled investment vehicle, XSTAR Value Fund LP, and offers separately managed accounts for clients with specific liquidity or income needs. The firm provides discretionary portfolio management to the Fund and tailors separate‑account strategies based on each client’s financial situation and objectives, treating each Fund investor as a client to whom it owes fiduciary duties. The firm’s investment process combines top‑down macro analysis with bottom‑up fundamental research to value companies, focusing principally on U.S. publicly traded equities classified as undervalued, buy‑and‑hold, or special‑situation opportunities. Portfolios are typically concentrated and long‑biased, and the manager may use options, margin and other instruments and employ technical analysis for timing when building positions. Distinctive features include a very small, single‑manager firm structure managing roughly $39.5 million in discretionary assets, which concentrates operational and key‑person risk more than is typical for larger managers. The firm also uses a performance‑based compensation arrangement tied to a market benchmark with an annual cap and high‑water‑mark mechanics and discloses the potential for side‑letter arrangements, soft‑dollar research use, and a prime broker relationship.
To learn more about the advisors currently working at XSTAR Fund Management 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.
Name |
Location |
Years of experience |
|---|---|---|
Redmond, WA
| 8
|
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