DFX Intelligence
Family Office Intelligence
A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.
Family office profile
Kelleher Financial Advisors, LLC
Why this class: Kelleher Financial Advisors does business as Starboard Advisors, a New York RIA offering family office services as one line among planning and investment management for many families..
Verified Sep 13, 2026 (4 days ago)
Last observed Sep 14, 2026 · 85 observations · 5 sources
8 people · 0 investments · 703 public positions · 66 events
Identity
90
high
Data depth
65
high
Freshness
100
high
Active deployment
0
low
Direct investing
0
low
External managers
0
low
Private markets
0
low
Sponsor-friendly
0
low
Real estate
0
low
Co-investment
0
low
Contactability
80
high
Mandate confidence
0
low
Twelve separate dimensions, each 0 to 100 from listed components. There is no single family office score; the components are in the evidence section.
Overview
Profile completeness 56% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Outsourced family office provider
- Description
- Secure Your Legacy Your legacy is our priority. Our multi-disciplinary team honors your family’s intent and preserves, while growing what you’ve worked so
- Headquarters
- New York, NY
- Office address
- 100 WALL STREET, SUITE 1501, New York, NY, 10005
- Business phone
- 212-709-9400
- Website
- starboardadvisorsllc.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $9.7M across 1 related private foundation, per the IRS master file; the foundation's assets, not the office'sFact
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $395M. Regulatory AUM $1.2B. Related foundation assets $9.7M. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $1.2B as of Apr 14, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Jun 9, 2003 · 13 employeesFact
- Client mix (Form ADV 5.D)
- Individuals: 108 ($29.2M); Corporations: 4 ($2.1M); Pension plans: 1 ($5.6M); High net worth individuals: 171 ($1.1B)Fact
- Form 13F
- $395M across 845 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
- Sep 13, 2026Outsourced family office provider 90%Kelleher Financial Advisors does business as Starboard Advisors, a New York RIA offering family office services as one line among planning and investment management for many families.Factverifiedstarboardadvisorsllc.com“Starboard is a dedicated office for families that offers a single point of accountability & service.”
- Sep 12, 2026Multi-family office 80%the office describes itself as a multi family office (cited)Fact
- Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('family office and wealth planning')Inference
Family and wealth origin
- Family served
- unknown
- Source of wealth
- unknown
- Operating company origin
- unknown
Not on the record yet. Family and wealth-origin claims are written only from cited public sources.
Team
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| Arthur Leroy Goetchius | Chief Executive Officer/ Manager | Leadership | none on record | reports.adviserinfo.sec.gov Fact |
| Barton Wall Weisenfluh | Manager/ Chief Executive Officer, Starboard Division | Leadership | none on record | reports.adviserinfo.sec.gov Fact |
| Michael Anthony Ouellette | President, Starboard Division | Leadership | email: mike@starboardadvisorsllc.com (verified by provider, Sep 12, 2026) | reports.adviserinfo.sec.gov Fact |
| Sean Michael Kelleher | President/ Manager | Leadership | none on record | reports.adviserinfo.sec.gov Fact |
| William Kane Lavin | Manager | Leadership | none on record | reports.adviserinfo.sec.gov Fact |
| Art Goetchius | Chief Compliance Officer | Operations and finance | phone: 212-709-9460 (published by the subject, Aug 8, 2025) | sec.gov Fact |
| Keith Marks | Chief Compliance Officer | Operations and finance | phone: 212-709-9460 (published by the subject, Jan 17, 2025) | sec.gov Fact |
| Thayne Gould | Chief Compliance Officer | Operations and finance | phone: 212-232-5685 (published by the subject, May 8, 2026) | sec.gov Fact |
Office contact points
Office address: 100 WALL STREET, SUITE 1501, New York, NY, 10005 (published by the subject) adviserinfo.sec.gov
Investment mandate
inferred only: public equity book 395086416.0
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
- Public equity book
- $395M Inference13F table value, quarter ended 2026-03-31; long 13(f) securities only
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Its own private funds (Form ADV Schedule D 7.B.(1))
Each fund as the office reported it on its own Form ADV. Gross asset value is the fund's assets on the filing date, not a fund size and not capital raised; the related share is what the adviser and its related persons own, which the SEC does not extend to the family's trusts.
| Fund | Type | Gross asset value | Related share | Reported | Form D |
|---|---|---|---|---|---|
| ADVANCED STRATEGIES II, LP · no longer reported | Hedge Fund | $9.0M Nov 23, 2022 | 100% | Oct 11, 2013 to Dec 5, 2022 |
Fund and manager relationships
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
Form 13F holdings
Top 40 positions of 845 for the quarter ended Mar 31, 2026; $272M shown of $395M reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| iShares Trust S&P | COM | $46.9M | 75,319 | 11.9% |
| BERKSHIRE HATHAWAY INC DEL CL A | Common Stock | $34.5M | 48 | 8.7% |
| APPLE INC COM | Common Stock | $16.1M | 68,074 | 4.1% |
| Alphabet Inc Class C | Equities | $15.6M | 56,633 | 4.0% |
| Microsoft Corp | COM | $15.1M | 38,519 | 3.8% |
| AMAZON COM INC COM | Common Stock | $11.8M | 55,363 | 3.0% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Common Stock | $9.9M | 20,470 | 2.5% |
| AMERICAN BALANCED FUND CLASS F2 | Mutual Fund | $6.8M | 184,530 | 1.7% |
| Meta Platforms Inc Class A | COM | $6.4M | 10,727 | 1.6% |
| VANGUARD INDEX FDS VANGUARD VALUE ETF | Common Stock | $5.3M | 27,070 | 1.3% |
| T. ROWE PRICE CAPITAL APPRECIATION FUND CLASS I | Mutual Fund | $5.3M | 153,190 | 1.3% |
| AMERICAN CAPITAL INCOME BUILDER FUND CLASS F2 | Mutual Fund | $5.2M | 66,911 | 1.3% |
| Alphabet Inc Class A | Equities | $5.0M | 18,680 | 1.3% |
| AMERICAN GROWTH FUND OF AMERICA CLASS F2 | Mutual Fund | $5.0M | 67,910 | 1.3% |
| Brown & Brown Inc | COM | $4.7M | 42,048 | 1.2% |
| AMERICAN INCOME FUND OF AMERICA CLASS F2 | Mutual Fund | $4.4M | 164,998 | 1.1% |
| AMERICAN INVESTMENT COMPANY OF AMERICA FUND CLASS F3 | Mutual Fund | $4.2M | 69,894 | 1.1% |
| Invesco S&P 500 Equal Weight ETF | COM | $3.9M | 21,645 | 1.0% |
| DREYFUS GENERAL MONEY MARKET FUND WEALTH CLASS | Mutual Fund | $3.9M | 3,901,629 | 1.0% |
| STATE STR SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 | Common Stock | $3.8M | 8,113 | 1.0% |
| AMERICAN INVESTMENT COMPANY OF AMERICA FUND CLASS F2 | Mutual Fund | $3.7M | 62,987 | 0.9% |
| VANGUARD INDEX FDS VANGUARD GROWTH ETF | Common Stock | $3.7M | 8,360 | 0.9% |
| Nvidia Corp | COM | $3.3M | 19,262 | 0.8% |
| iShares Short Treasury Bond ETF | COM | $3.3M | 29,618 | 0.8% |
| Vanguard Dividend Appreciation ETF | COM | $3.2M | 14,981 | 0.8% |
| Powershs Qqq TRUST Ser | COM | $3.1M | 5,512 | 0.8% |
| DIMENSIONAL ETF TR U S SM CAP ETF | Common Stock | $3.1M | 48,818 | 0.8% |
| AMERICAN GROWTH FUND OF AMERICA CLASS F3 | Mutual Fund | $3.1M | 41,779 | 0.8% |
| VANGUARD DIVIDEND GROWTH FUND INVESTOR SHARES | Mutual Fund | $3.1M | 106,116 | 0.8% |
| VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF | Common Stock | $2.8M | 10,854 | 0.7% |
| FIDELITY CONTRA FUND | Mutual Fund | $2.8M | 122,830 | 0.7% |
| DFA U.S. SMALL-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS | Mutual Fund | $2.8M | 51,292 | 0.7% |
| SPDR S&P 500 ETF Trust | COM | $2.8M | 4,298 | 0.7% |
| JPMorgan Chase & Co | COM | $2.7M | 9,150 | 0.7% |
| AMERICAN INCOME FUND OF AMERICA CLASS F3 | Mutual Fund | $2.6M | 97,659 | 0.7% |
| AMERICAN CAPITAL INCOME BUILDER FUND CLASS F3 | Mutual Fund | $2.6M | 32,960 | 0.6% |
| DFA U.S. LARGE-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS | Mutual Fund | $2.5M | 42,613 | 0.6% |
| ABBVIE INC COM | Common Stock | $2.3M | 11,640 | 0.6% |
| SEQUOIA FUND | Mutual Fund | $2.3M | 12,627 | 0.6% |
| BANK AMER CORP COM | Common Stock | $2.0M | 40,603 | 0.5% |
Changes between the last two quarters
- Mar 31, 2026 Kelleher Financial Advisors increased Amazon Com Inc Com 34,581 -> 55,363 shares ($7,982,048 -> $11,812,946) sec.gov
- Mar 31, 2026 Kelleher Financial Advisors reduced Invesco S&P 500 Equal Weight ETF 120,443 -> 21,645 shares ($23,072,065 -> $3,933,833) sec.gov
- Mar 31, 2026 Kelleher Financial Advisors reduced Dimensional Etf Tr U S Sm Cap Etf 99,592 -> 48,818 shares ($6,938,596 -> $3,111,463) sec.gov
- Mar 31, 2026 Kelleher Financial Advisors exited Tweedy Browne Global Value Fund (was $7,562,832, 268,376 shares) sec.gov
- Mar 31, 2026 Kelleher Financial Advisors increased Dreyfus General Money Market Fund Wealth Class 2,484,962 -> 3,901,629 shares ($2,484,962 -> $3,901,629) sec.gov
- Mar 31, 2026 Kelleher Financial Advisors exited NH Spartan 500 Index (was $2,228,943, 32,127 shares) sec.gov
- Mar 31, 2026 Kelleher Financial Advisors increased iShares Short Treasury Bond ETF 2,487 -> 29,618 shares ($273,943 -> $3,270,298) sec.gov
- Mar 31, 2026 Kelleher Financial Advisors increased iShares Trust S&P 60,252 -> 75,319 shares ($41,269,135 -> $46,874,910) sec.gov
- Mar 31, 2026 Kelleher Financial Advisors opened a $4,661,862 position in Brown & Brown Inc (42,048 shares) sec.gov
- Mar 31, 2026 Kelleher Financial Advisors exited Edgewood Growth Fund Instl Cl (was $6,654,467, 210,918 shares) sec.gov
- Dec 31, 2025 Kelleher Financial Advisors reduced Amazon Com Inc 50,027 -> 34,581 shares ($10,984,407 -> $7,982,048) sec.gov
- Dec 31, 2025 Kelleher Financial Advisors opened a $7,562,832 position in Tweedy Browne Global Value Fund (268,376 shares) sec.gov
- Dec 31, 2025 Kelleher Financial Advisors opened a $6,654,467 position in Edgewood Growth Fund Instl Cl (210,918 shares) sec.gov
- Dec 31, 2025 Kelleher Financial Advisors reduced Dreyfus Government Cash Management Fund Investor Shares 2,155,172 -> 981,710 shares ($2,155,172 -> $981,710) sec.gov
- Dec 31, 2025 Kelleher Financial Advisors reduced Dreyfus General Money Market Fund Wealth Class 4,063,719 -> 2,484,962 shares ($4,063,719 -> $2,484,962) sec.gov
- Dec 31, 2025 Kelleher Financial Advisors opened a $2,228,943 position in NH Spartan 500 Index (32,127 shares) sec.gov
- Dec 31, 2025 Kelleher Financial Advisors increased Dimensional Etf Tr U S Sm Cap Etf 78,644 -> 99,592 shares ($5,383,937 -> $6,938,596) sec.gov
- Dec 31, 2025 Kelleher Financial Advisors exited Jensen Quality Growth ETF (was $2,047,661, 75,043 shares) sec.gov
- Dec 31, 2025 Kelleher Financial Advisors increased Alphabet Inc Class A 12,564 -> 17,552 shares ($3,054,205 -> $5,493,651) sec.gov
- Dec 31, 2025 Kelleher Financial Advisors exited Brown & Brown Inc (was $3,943,682, 42,048 shares) sec.gov
- Dec 31, 2025 Kelleher Financial Advisors increased Abbvie Inc 6,588 -> 11,903 shares ($1,525,328 -> $2,719,653) sec.gov
- Dec 31, 2025 Kelleher Financial Advisors increased Invesco S&P 500 Equal Weight ETF 66,281 -> 120,443 shares ($12,573,457 -> $23,072,065) sec.gov
- Sep 30, 2025 Kelleher Financial Advisors opened a $4,124,560 position in American Income Fund of America Class F2 (150,367 shares) sec.gov
- Sep 30, 2025 Kelleher Financial Advisors reduced Alphabet Inc Class A 17,964 -> 12,564 shares ($3,165,761 -> $3,054,205) sec.gov
- Sep 30, 2025 Kelleher Financial Advisors reduced Ishares Tr Short Treas Bd Etf 27,356 -> 1,312 shares ($3,020,603 -> $144,963) sec.gov
Real estate
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
No co-investor on the record.
Independent sponsor relationships
No cited relationship to an independent sponsor.
Signals and timeline
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 6 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changedKelleher Financial Advisors, LLC: CONFIRMED_MFO -> OUTSOURCED_FAMILY_OFFICE (Kelleher Financial Advisors does business as Starboard Advisors, a New York RIA offering family office services as one line among planning and investment management for many families.)ClassificationFactstarboardadvisorsllc.com
- Sep 12, 2026Classification changedKelleher Financial Advisors, LLC: OUTSOURCED_FAMILY_OFFICE -> CONFIRMED_MFO (the office describes itself as a multi family office (cited))ClassificationFactno URL
- Sep 11, 2026Office discoveredKelleher Financial Advisors, LLC found on the SEC adviser roster (services_description)DiscoveryInferenceadviserinfo.sec.gov
- Oct 11, 2013Private fund first reportedKelleher Financial Advisors, LLC first reported ADVANCED STRATEGIES II, LP on Form ADV at $42.2M gross asset valueVehiclesFactadviserinfo.sec.gov
- Dec 5, 2022Private fund no longer reportedADVANCED STRATEGIES II, LP no longer reported on Kelleher Financial Advisors, LLC's Form ADV from 2022-12-05 (last gross asset value $9.0M on 2022-11-23)VehiclesFactadviserinfo.sec.gov
- Mar 31, 2022Fund gross assets downADVANCED STRATEGIES II, LP: gross asset value $31.5M to $9.0M between the 2019-02-20 and 2022-03-31 filings (-71%)VehiclesFactadviserinfo.sec.gov
Sources and evidence
Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 85 shown.
Score components
Freshness
+100 days since the newest source-dated fact or analyst verification (3 days)
Contactability
+40 named decision-makers (Arthur Leroy Goetchius (Chief Executive Officer/ Manager); Sean Michael Kelleher (President/ Manager); Barton Wall Weisenfluh (Manager/ Chief Executive Officer, Starboard Division))
+10 verified business emails (1)
+20 verified business phones (4)
+10 office address
Data confidence
+10 website
+10 description
+10 people
+5 public holdings
+10 regulatory record
+20 independent sources (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 regulatory identifier (CIK, CRD or EIN)
+20 website
+30 independent sources (5 sources)
+30 analyst-verified
Research priority
+15 capital scale (largest of 13F, RAUM, AUM, foundation assets) ($1,153,378,435)
+2 Form D vehicles linked
+0 rank (949)
Mandate confidence
no components; scored 0
Identity confidence
+90 classification (OUTSOURCED_FAMILY_OFFICE (Kelleher Financial Advisors does business as Starboard Advisors, a New York RIA offering family office services as one line among planning and investment management for many families.))
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 filed a 13F for a recent quarter (the entity operates; not deployment)
+25 a source-dated fact within 12 months (3 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | RIA | Apr 14, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | services_description | Apr 14, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2026-04-14 | Apr 14, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | Battery Park Capital | Wall Street Advisors LLC | Wall Street Access Wealth Management | Wall Street Access Asset Management, LLC | Wall Street Access Advanced Strategies, LLC | Starboard Advisors | NU Paradigm Investment Partners | Kelleher Financial Advisors. LLC | Kelleher Financial Advisors, LLC | Kelleher Family Wealth Management | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other services (Form ADV) | FAMILY OFFICE AND WEALTH PLANNING | Apr 14, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds reported (latest Form ADV) | 0 | Apr 8, 2024 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Share of its funds owned by itself and related persons | N | Apr 8, 2024 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Inference |
| Advisory services (Form ADV 5.G) | financial_planning,portfolio_management_individuals,portfolio_management_businesses_institutions,selection_of_other_advisers,other | Apr 14, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV status | Approved | Apr 14, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 2003-06-09 | Apr 14, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Assets over $1bn (Form ADV 1.O) | Y | Apr 14, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 4 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Business phone | 212-709-9400 | Apr 14, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| High net worth clients | 171 | Apr 14, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Client mix (Form ADV 5.D) | {"individuals":{"clients":108,"raum_usd":29216450,"fewer_than_5":false},"corporations":{"clients":4,"raum_usd":2147563,"fewer_than_5":false},"pension_plans":{"c | Apr 14, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Description | Secure Your Legacy Your legacy is our priority. Our multi-disciplinary team honors your family’s intent and preserves, while growing what you’ve worked so | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) starboardadvisor.com | Fact |
| Description | Secure Your Legacy Your legacy is our priority. Our multi-disciplinary team honors your family’s intent and preserves, while growing what you’ve worked so | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) starboardadvisor.com | Fact |
| Edgar entity type | other | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Edgar former name | Wall Street Access Asset Management, LLC | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Edgar forms | 13F-HR,13F-HR/A,N-PX | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Employees | 13 | Apr 14, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Filing address | 100 Wall Street, Suite 804, New York, NY, 10005 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 100 Wall Street, Suite 804, New York, NY, 10005 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 100 Wall Street, Suite 804, New York, NY, 10005 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 100 Wall Street, Suite 804, New York, NY, 10005 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 100 Wall Street, Suite 804, New York, NY, 10005 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 100 Wall Street, Suite 804, New York, NY, 10005 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-03-31 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-12-31 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-09-30 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-06-30 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-03-31 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2024-12-31 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 845 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 866 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 766 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 138 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 127 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 114 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $395M | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $436M | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $400M | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $288M | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $251M | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $265M | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | New York, NY | Apr 14, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | New York, NY | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | New York, NY | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | New York, NY | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | New York, NY | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | New York, NY | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | New York, NY | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Legal form | Limited Liability Company | Apr 14, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| News read | news-fo-1 | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) starboardadvisor.com | Fact |
| Office address | 100 WALL STREET, SUITE 1501, New York, NY, 10005 | Apr 14, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office type (stated) | multi_family_office | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) starboardadvisor.com | Fact |
| Office type (stated) | outsourced_family_office “Starboard is a dedicated office for families that offers a single point of accountability & service.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) starboardadvisorsllc.com | Fact |
| Office type (stated) | multi_family_office | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) starboardadvisor.com | Fact |
| Private funds advised | 0 | Apr 14, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $0 | Apr 14, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Accounts (Form ADV) | 749 | Apr 14, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| HNW client assets (Form ADV) | $1.1B | Apr 14, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Regulatory AUM (Form ADV) | $1.2B | Apr 14, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 6 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Site mentions | private_equity | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) starboardadvisor.com | Fact |
| Site mentions | private_equity | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) starboardadvisor.com | Fact |
| Website | starboardadvisorsllc.com “office website starboardadvisorsllc.com” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) starboardadvisorsllc.com | Fact |
| Website | starboardadvisorsllc.com | Apr 14, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) starboardadvisor.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) starboardadvisor.com | Fact |
| Website robots | disallowed | Sep 11, 2026 | Family office and investment company websites (about, team, portfolio, news pages) starboardadvisorsllc.com | Fact |
| Website title | Starboard Advisors - Financial Planning, Investment Management, and Family Office Services | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) starboardadvisor.com | Fact |
| Website title | Starboard Advisors - Financial Planning, Investment Management, and Family Office Services | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) starboardadvisor.com | Fact |