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Polestar Capital LLC

Polestar Capital LLC. CRD 142864

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CRD: 142864

Polestar Capital LLC

(408) 834-9400
$701.8K Total AUM
$701.8K Disc. AUM
-- 3Y CAGR
2 Employees
4 ADV. Clients
19 yrs Firm Age

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Firm Details

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
Available
Available
Available
Available
Available
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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Contacts

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Assets Under Management

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

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

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