AlphaStar Capital Management
Overview
AlphaStar Capital Management is a registered investment adviser based in Cornelius, North Carolina, dedicated to empowering independent financial advisors. The firm offers a comprehensive suite of services, including investment management, financial planning, and operational support, enabling advisors to enhance efficiency, decision-making, and client service. By providing innovative resources and platforms, AlphaStar aims to redefine the Registered Investment Adviser (RIA) model and support advisors in delivering robust advisory frameworks. The firm's investment focus spans multiple asset classes, including fixed income, private equity, real estate, and venture capital. AlphaStar employs a flexible investment strategy, targeting various stages such as growth, late stage, pre-IPO, buyout, turnaround, and distressed investments. This approach allows the firm to cater to a diverse range of investment opportunities, aligning with the unique needs of its advisor partners and their clients. AlphaStar's mission is to simplify and execute the financial dreams of families across the world. The firm's core values emphasize unique perspectives, perpetual excellence, and continuous growth. By fostering a culture of humility and embracing diverse viewpoints, AlphaStar strives to drive innovation and success, positioning itself as a trusted partner for independent financial advisors seeking to thrive in a dynamic and evolving market.
Investment Focus
- Accredited investors only
Portfolio Companies
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Unlock full contacts →Frequently asked questions about AlphaStar Capital Management
What sectors does AlphaStar Capital Management invest in?
AlphaStar Capital Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in North Carolina, United States. AlphaStar Capital Management is listed as a other in the ConnectSafely investor database.
What stage does AlphaStar Capital Management invest at?
AlphaStar Capital Management backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does AlphaStar Capital Management invest in?
AlphaStar Capital Management invests across United States.
What companies has AlphaStar Capital Management invested in?
AlphaStar Capital Management's portfolio includes Brookstone Capital Management, Sterling Capital Management, Financial Independence Group, FIDx and Envestnet.
Last updated · Source: ConnectSafely investor database
