Form D · Other Investment Fund

FourStar Wealth Advisors, LLC

Chicago, IL · CIK 0001976124

Offering snapshot reported May 14, 2025 · SEC filing

Reported sold
$2.71M
Indefinite offering
Investors reported
23
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jun 26, 2023
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 14, 2025Initial$2,708,000No comparison23SEC filing
Jan 26, 2024Amendment$100,000$0vs Jul 14, 20231SEC filing
Jul 14, 2023Initial$100,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-546095

Source: Form D, filed May 14, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

DIVERSIFIED ALTERNATIVE OPPORTUNITY FUND LP

Investment adviser: FOURSTAR WEALTH ADVISORS, LLC

Gross asset value
$3.17M
Beneficial owners
1
ADV minimum commitment
$100K

Reported in Form ADV on Sep 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator OAKPOINT FUND SERVICES LLC AVON LAKE, Ohio, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian INSPIRA FINANCIAL OAK BROOK, Illinois, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Filing source

Form ADV 2135674 · Sep 30, 2026 · Schedule D 7.B.(1), fund 805-8335994332

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Alternative Opportunity Fund Manager Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1 N. Lasalle Street Suite2225
Chicago, IL, 60602