$2.1B Total AUM
$2.1B Disc. AUM
28.2% 3Y CAGR
16 Employees
187 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Pershing · Stifel
- Clients
- Retail and Institutional
- Platforms
- Peak beaconVertex capital +more
- Established Date
- 03-09-2017
- Office Locations
- 2
Office Locations
400 Madison Avenue Floor 21 NEW York NY
-- Ballston SPA NY
About Avestar Capital, LLC
Avestar Capital is a multi-family office providing cross-border wealth management and investment advisory across public and private markets. The firm partners with families, entrepreneurs, corporations, and foundations—especially high-net-worth clients in the South Asian diaspora—to build integrated, long-term financial strategies spanning planning and investments, supported by a global advisory team.
Team overview
37 AVG AGE
$344.5M AVG AUM / ADVISOR
$11.1M AVG AUM / CLIENT
2.6 yrs AVG TENURE
16 Employees
6 Advisory Reps
6 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Wave Unison matrix Pioneer Timber Prime Value atlas Insight Prime capital Wave
Client Personas
North
Custodian
Pathway quantum Pioneer Foundation frontier Bridge Foundation Signal eagle Zenith Alpha signal Legacy Zenith Zenith Quantum insight Fusion Glacier harbor Radial ember Eagle ridge Summit ember
Investment Themes
Alpha Foundation alpha Meridian Insight Meridian Alpha prime
Investment Vehicles
Wave Summit
Platform
Glacier Capital delta Matrix
Services
Vertex Pathway Matrix pioneer Vertex pathway Glacier glacier Alpha unison Alpha Insight signal Summit
Technology
Glacier crest Element Matrix Element Signal pioneer Zenith crest Eagle harbor
Owner & Executives
S
SHILPA KONDURI MULLAN
President
- CRD
- --
- Ownership
- 50% but less than 75%
(699) 531-8857
summit.bridge@legacycapital.com
in linkedin.com/in/matrix-north
BRIAN JAMES FULLERTON
Chief Investment Officer, Partner
- CRD
- #2054485
- Ownership
- Less than 5%
(443) 461-7388
atlas.summit@harborcapital.com
in linkedin.com/in/optima-horizon
Q
Quantum summit
Vector catalyst
- CRD
- #97743
- Ownership
- 31.1%
(680) 642-9122
element.zenith@valuecapital.com
in linkedin.com/in/foundation-zenith
Showing 2 of 3 owners & executives
Unlock allContacts
Raymond Baldeo Balroop
--
- CRD
- #4606730
(261) 409-6693
pioneer.timber@eaglecapital.com
in linkedin.com/in/peak-oak
AKSHAT BHARGAVA
--
- CRD
- #7203250
(752) 978-6010
timber.capital@atlascapital.com
in linkedin.com/in/catalyst-foundation
Z
Zenith ridge
Oak matrix
- CRD
- #17034
(229) 460-6953
optima.unison@harborcapital.com
in linkedin.com/in/unison-vertex
Showing 2 of 16 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,059,705,360 | $11,014,467 |
| Non-Discretionary | $7,037,427 | $2,345,809 |
| Total | $2,066,742,787 | $10,877,594 |
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Separately Managed Accounts
Total SMA Asset: $2,005,043,037
Equity - Exchange:
16.7% Other:
15.2% Public Funds:
25.4% Cash:
18.3% Private Funds:
8.8% U.S. Government/Agency:
5.9% Municipal Bonds:
9.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,182,032,244 | 16.7% |
| Other | $1,075,861,683 | 15.2% |
| Public Funds | $1,797,821,497 | 25.4% |
| Cash | $1,295,280,842 | 18.3% |
| Private Funds | $622,867,290 | 8.8% |
| U.S. Government/Agency | $417,604,206 | 5.9% |
| Municipal Bonds | $686,569,628 | 9.7% |
| Total | $7,078,037,390 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON OAK INSIGHT | ELEMENT QUANTUM | JP01K1DD3 | TBY | 11.99% | $24,170,644 |
| RIDGE FUSION | TIMBER PRIME | BTE8WR9IZ | ZTYE | 10.87% | $16,566,502 |
| CATALYST PEAK | OAK PIONEER | H7KGYHHFX | DPY | 9.72% | $90,679,216 |
| PEAK RADIAL INSIGHT | CATALYST CATALYST | CGZ1Q7NPQ | KDXTC | 2.86% | $93,757,455 |
| VALUE MERIDIAN RIDGE | ATLAS MERIDIAN | 0462188ZC | YZME | 6.36% | $90,729,318 |
| WAVE BRIDGE | MOMENTUM FOUNDATION | CBL1A2SPP | NTU | 8.93% | $76,715,871 |
| PIONEER MERIDIAN UNISON | VERTEX PRIME | BHIYX2XV6 | VHHX | 2.51% | $88,251,032 |
| FRONTIER MERIDIAN FRONTIER | CREST FOCUS | 3U6VIRHV0 | HZWZL | 6.69% | $13,504,948 |