AVESTAR CAPITAL, LLC
C30
CRD 287525·SEC 801-110020·NEW YORK, NY
AUM
$2.07B
$1B+
Est. Revenue
$20.7M
@ 1% on AUM
Est. EBITDA
$6.2M
@ 30% margin
Est. Deal Value
$49.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $304.9M
'21 · $641.4M
'22 · $725.9M
'23 · $725.9M
'25 · $1.53B
'26 · $2.07B
'20'26
$304.9M → $2.07B▲ +578%
Client mix
| Individuals High Net Worth | 142 |
| Individuals Other | 28 |
| Corporations | 8 |
| Charitable Organizations | 5 |
| Pooled Investment Vehicles | 4 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 6 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 5 advisors
'26 · 6 advisors
'20'26
6 advisors → 6 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
400 MADISON AVENUESUITE 10BNEW YORK, NY 10017
Business
400 MADISON AVENUESUITE 10BNEW YORK, NY 10017
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited