WHITESTAR ASSET MANAGEMENT LLC
Latest filing: May 15, 2024 (349 days ago)
AUM
$3,989,782,268
0% change vs. 1 year ago
162% change vs. 3 years ago
745% change vs. 5 years ago
287% change vs. 10 years ago
Employee Count
45
0% change vs. 1 year ago
41% change vs. 3 years ago
137% change vs. 5 years ago
246% change vs. 10 years ago
Main Office
DALLAS, TX
200 CRESCENT COURT, DALLAS, TX, UNITED STATES, 75201-1834
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $4.0 |
| Non-Discretionary | $0.0 |
| Total | $4.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $4.0 |
| Institutional | $0.0 |
| Total | $4.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 1 | $0.0 |
| Average HNW AUM | $10,925,758 | |
| Retail Total | 1 | $0.0 |
| Average Retail AUM | $10,925,758 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| U.S. BANK NATIONAL ASSOCIATION | CINCINATTI-OH-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 7% | $0.0 |
| Other | 93% | $0.0 |
| Total | 100% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| TRINITAS CAPITAL MANAGEMENT, LLC | $12.9 | 281328 | |
| WHITESTAR TACITICAL CREDIT OPPORTUNITIES II, GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
11 active
| Name | Title |
|---|---|
| MAHMUD, GIBRAN, WARRIS | CHIEF EXECUTIVE OFFICER |
| BRANER, PHILIP, RICHARD | MANAGING DIRECTOR |
| MURRAY, MARK, THOMAS | CHIEF FINANCIAL OFFICER |
| EGHBALI, BEHDAD | MEMBER |
| CANNON, JOHN, FRANCIS | CHIEF COMPLIANCE OFFICER |
| FELICIANO, JOSE, ENRIQUE | MEMBER |
ADVDB.CO • SOURCE: SEC
Representatives
8 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| NATHAN HALL | DALLAS | TX | |||||||
| RAYMOND SPERRING | DALLAS | TX | |||||||
| DAVIS DEADMAN | DALLAS | TX | CHARTERED FINANCIAL ANALYST | ||||||
| KURTIS PLUMER | DALLAS | TX | S63|1992-03-17|S66|2011-03-31 | CHARTERED FINANCIAL ANALYST | |||||
| AARON GRAFT | DALLAS | TX | |||||||
| GIBRAN MAHMUD | DALLAS | TX | |||||||
| WILLIAM VOSS | DALLAS | TX | S63|1998-11-23 | ||||||
| ADAM NELSON | DALLAS | TX | |||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $4.0 | $0.0 | 0% | 45 | 0 | 0% |
| 2024-04-02 | $4.0 | $0.0 | 0% | 45 | 0 | 0% |
| 2023-04-04 | $3.8 | $0.2 | 6% | 40 | 5 | 12% |
| 2022-04-01 | $1.5 | $2.5 | 162% | 32 | 13 | 41% |
| 2021-04-05 | $0.3 | $3.7 | 1159% | 19 | 26 | 137% |
| 2020-04-01 | $0.5 | $3.5 | 745% | 19 | 26 | 137% |
| 2019-04-01 | $0.6 | $3.4 | 543% | 19 | 26 | 137% |
| 2018-04-02 | $1.1 | $2.8 | 248% | 17 | 28 | 165% |
| 2017-04-01 | $1.4 | $2.6 | 187% | 19 | 26 | 137% |
| 2016-04-01 | $2.1 | $1.9 | 88% | 17 | 28 | 165% |
| 2015-04-01 | $1.0 | $3.0 | 287% | 13 | 32 | 246% |
| 2014-04-01 | $0.1 | $3.9 | 3838% | 10 | 35 | 350% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, TX-09/16/2013 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV