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Asterbright Capital Management, LLC

Asterbright Capital Management, LLC. CRD 293980

A

CRD: 293980

Asterbright Capital Management, LLC

$6.7M Total AUM
$6.7M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
Available
Established Date
07-23-2018
Office Locations
1

Office Locations

-- Wellesley MA

About Asterbright Capital Management, LLC

AsterBright Capital Management is a Massachusetts fee-only RIA providing portfolio management through separately managed accounts. The firm targets capital appreciation with active, benchmark-unconstrained equity strategies, including long/short opportunities, with transparent, portable holdings. Portfolios are implemented primarily with ETFs (and some derivatives) and custodied at Interactive Brokers, serving retail clients including entrepreneurs.

Team overview

-- AVG AGE
$6.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age

Insights

Available
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Available
Available
Available
Available
Available
Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

P

Pam Gao

Chief Compliance Officer, Director, Managing Member, PRINCIPAL

CRD
#6923808
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $6,732,964 --
Non-Discretionary $0 --
Total $6,732,964 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Derivatives:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Derivatives Available Available
Total Available Available

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