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Fourstar Wealth Advisors, LLC

● SEC registered since 2017CRD 169613SEC# 801-110467Chicago, IL
Export (members)
Ranks #2,414 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.24B
Fund GAV
$6.2M
Private funds
2
Employees
50
Accounts
3,309
Location
Chicago, IL

Fourstar Wealth Advisors, LLC assets under management

Fourstar Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2017. It reports $1.2 billion in regulatory assets under management and employs 50 people. Fourstar Wealth Advisors, LLC manages 2 private funds with combined gross assets of $6.2 million, including Diversified Alternative Income Fund LP. By regulatory assets, it ranks 2,414 of 5,911 private fund managers.

Fourstar Wealth Advisors, LLC private funds

2 funds · $6.2M GAV
FundTypeGross assetsMin.
Diversified Alternative Income Fund LPOther Private$3.9M$50K
Diversified Alternative Opportunity Fund LPOther Private$2.3M$100K

Fourstar Wealth Advisors, LLC owners & executives

7 reported
NameTitleOwnershipSince
Brian Lance Kasal ControlChief Compliance OfficerUnder 5%2019
Brian Lance Kasal ControlChief Executive OfficerUnder 5%2014
Fourstar Holdings LLC ControlMemberOver 75%2020
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Frequently asked questions

How much does Fourstar Wealth Advisors, LLC manage?

Fourstar Wealth Advisors, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many private funds does Fourstar Wealth Advisors, LLC manage?

Fourstar Wealth Advisors, LLC manages 2 private funds with combined gross assets of $6.2 million.

How many employees does Fourstar Wealth Advisors, LLC have?

Fourstar Wealth Advisors, LLC reports 50 employees.

Where is Fourstar Wealth Advisors, LLC located?

Fourstar Wealth Advisors, LLC is based in Chicago, IL and has been SEC-registered since 2017.

Does Fourstar Wealth Advisors, LLC disclose fund performance?

Fourstar Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 N. Lasalle Street, Suite 2225, Chicago, IL 60602
Phone(312) 667-1750
Fax(312) 724-8585
Office hours8:30 a.m. To 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.24B
Non-discretionary$0
Total (RAUM)$1.24B

Service providers