Investment adviser · CRD 315860
AMERICAN FUNDSTARS
Investment adviser filing (IA)
AMERICAN FUNDSTARS FINANCIAL GROUP LLC
IRVINE, CA, United States · Form ADV filed Dec 25, 2025
- Regulatory AUM
- $333M Form ADV · Item 5.F
- Client accounts
- 489 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 421 | $190,682,635 | 57.3% |
| Corporations & businesses | 39 | $117,002,781 | 35.2% |
| Pooled investment vehicles | 3 | $25,002,167 | 7.5% |
Filing source
Form ADV 2028980 · Dec 25, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
MY HEDGEACCESS FUND I LLCOther Private Fund · Last reported Dec 25, 2025$35MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-9452668618
- Reported beneficial owners
- 38
- Minimum commitment
- $250K
- Form D file number
- 021-533361
Form ADV 2028980 · Dec 25, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MY PE ACCESS FUND LLC - SPACEXOther Private Fund · Last reported Dec 25, 2025$10MGross asset value
Form D fundraising filings
MY PE Access Fund LLC - SpaceX
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-9464743896
- Reported beneficial owners
- 26
- Minimum commitment
- $250K
- Form D file number
- 021-541495
Form ADV 2028980 · Dec 25, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MY PE ACCESS FUND LLC - VOYAGEROther Private Fund · Last reported Dec 25, 2025$3.18MGross asset value
Form D fundraising filings
MY PE Access Fund LLC - Voyager
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-4312159101
- Reported beneficial owners
- 16
- Minimum commitment
- $100K
- Form D file number
- 021-547392
Form ADV 2028980 · Dec 25, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Dec 25, 2025. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
1 PARK PLAZA, SUITE 210IRVINE, CA, 92614, United States
CRD 315860
Filing source
Form ADV 2028980 · Dec 25, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.