Investment adviser · CRD 149760
TRI-STAR ADVISORS, INC.
Investment adviser filing (IA)
TRI-STAR ADVISORS INC.
HOUSTON, TX, United States · Form ADV filed Jun 12, 2023
- Regulatory AUM
- $55.5M Form ADV · Item 5.F
- Client accounts
- 129 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 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 | 32 | $39,317,470 | 70.9% |
| Insurance companies | Fewer than 5 | $8,791,224 | 15.8% |
| Individuals | 42 | $7,374,359 | 13.3% |
Filing source
Form ADV 1768808 · Jun 12, 2023 · 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
0 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 12, 2023. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
5718 WESTHEIMER, SUITE 950AHOUSTON, TX, 77057, United States
CRD 149760
Filing source
Form ADV 1768808 · Jun 12, 2023 · 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.