$179.6M Total AUM
$179.6M Disc. AUM
-- 3Y CAGR
2 Employees
58 ADV. Clients
6 yrs Firm Age
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- Custodian
- Capital Bank · Charles Schwab & Company · Interactive Brokers · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-17-2020
- Office Locations
- 2
Office Locations
-- Nashville TN
-- NEW York NY
About Astra Ventures
Astra Ventures is an alternative investment fiduciary focused on private equity, venture capital, real estate, direct lending and select public-market/global macro strategies. It serves high-net-worth individuals and institutions (including RIAs and family offices), using a blend of internally managed and globally sourced managers, and invests alongside clients.
Team overview
45 AVG AGE
$89.8M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
5.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Accredited Investors
Vital
Asset Classes
Meridian value Radial Pioneer Vector Ridge unison Summit pathway Harbor unison Meridian vertex Catalyst Vector Momentum radial
Client Personas
Beacon momentum
Custodian
Ridge Ember
Investment Themes
Focus capital Summit momentum Insight Radial fusion
Investment Vehicles
Momentum alpha Foundation vector Oak element
Services
Frontier oak Wave Pathway Atlas Foundation peak Summit
Owner & Executives
STEPHEN CHRISTOPHER BUEHLER
Chief Compliance Officer
- CRD
- #5331641
- Ownership
- Less than 5%
(892) 242-8649
delta.vertex@foundationcapital.com
in linkedin.com/in/meridian-capital
C
CHARLES EDGAR LALANNE
Chief Investment Officer, Consultant
- CRD
- #3005327
- Ownership
- Less than 5%
(802) 858-8990
focus.ember@vertexcapital.com
in linkedin.com/in/ember-value
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $179,551,936 | $3,452,922 |
| Non-Discretionary | $0 | -- |
| Total | $179,551,936 | $3,452,922 |
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Separately Managed Accounts
Total SMA Asset: $120,305,094
Equity - Exchange:
44.6% Derivatives:
55.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,170,891,302 | 44.6% |
| Derivatives | $3,938,730,452 | 55.4% |
| Total | $7,109,621,754 | 100.0% |