XSTAR Fund Management provides investment management services to high-net-worth individuals through separately managed accounts and the XSTAR Value Fund LP. For separately managed accounts, XSTAR creates customized portfolios based on your financial situation, investment objectives, and risk tolerance. For the fund, XSTAR makes investment decisions without consulting the fund or its investors. XSTAR may recommend the fund to clients.
Assets Under Management$40M
Clients1
Advisors1
Avg. per Client$40M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
This fee schedule is for separately managed accounts. Fees are negotiable. The firm also manages the XSTAR Value Fund LP, which has different fee structures: 1% annually for Class A Limited Partners (Qualified Clients) and 2% annually for Non-Qualified Investors (accredited investors).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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