P
$701.8K Total AUM
$701.8K Disc. AUM
-- 3Y CAGR
2 Employees
4 ADV. Clients
19 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-15-2007
- Office Locations
- 1
Office Locations
-- LOS Angeles CA
About Polestar Capital LLC
Polestar Capital LLC is a LOS Angeles-based RIA. The firm has been operating for 19 years. Managing $701.8K in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$350.9K AVG AUM / ADVISOR
$175.4K AVG AUM / CLIENT
10 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Owner & Executives
R
Rajiv Sharma
Manager
- CRD
- #2502818
- Ownership
- 75% or more
Available
Available
Available
S
Siddarth Sharma
--
- CRD
- #8179392
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $701,756 | -- |
| Non-Discretionary | $0 | -- |
| Total | $701,756 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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