RIA Intel›Advisers›Delaware›XSTAR FUND MANAGEMENT LLC

XSTAR FUND MANAGEMENT LLC

Advisory

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$20M

across 3 accounts

AUM per adviser

$60M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$60M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$60M

Discretionary AUM$60M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients3

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

3 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

MPA CAPITAL MANAGEMENT LLC

WILMINGTON, DE

$60M

+11.3% 1Y

FAIR HAVEN CAPITAL LLC

$61M

EMERSON PARTNERS, LLC

$61M

MFA WEALTH INC.

$61M

CONTINUUM GLOBAL ASSET MANAGEMENT, LLC

$62M

-41.6% 1Y

ROBINSON GLOBAL INVESTMENT MANAGEMENT LLC

$59M

Get the full picture on XSTAR FUND MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track XSTAR FUND MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans