DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

A••••• C•••••• P•••••••• L•••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 317647SEC 801-128393websiteIAPD
Latest filing May 4, 2026
First filing on the tape Jun 23, 2023 · 8 filings
SEC status approved since Jul 25, 2023
RAUM
$732M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
19
16 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
16
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$732M as of May 4, 2026
Mar 28, 2024$597M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 4, 2026
Mar 28, 20240 then
Employees (5.A)19 as of May 4, 2026
Mar 28, 202417 then
Private funds16 as of May 4, 2026
Mar 28, 20245 then
RAUM +11% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of May 4, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$43.1MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+11%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$732M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
17reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Private funds
      11 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      A••••• C•••••• P••••••• F••• I• L•••Private Equity Fund$226M36Mar 28, 2023
      A•• B•• H•••••••• L••Private Equity Fund$205M19Mar 28, 2023
      A••••• C•••••• P••••••• F••• I••• L•••Private Equity Fund$79.4M16Mar 28, 2023
      A•• B•• S•• I•• L•••Private Equity Fund$77.0M3Jan 26, 2022
      A•• P•••••••• H•••••••• L••Private Equity Fund$64.6M51Mar 28, 2023
      A•• P•••••••• S•• I•• L•••Private Equity Fund$33.8M3Jan 26, 2022
      A•• L••••• H•••••••• L••Private Equity Fund$22.7M26Mar 28, 2023
      A•• B•• S•• I• L•••Private Equity Fund$16.6M4Jan 26, 2022
      A•• P•••••••• S•• I• L•••Private Equity Fund$11.9M3Jan 26, 2022
      A•• L••••• S•• I• L••Private Equity Fund$9.5M7Jan 26, 2022
      A•• L••••• S•• I•• L•••Private Equity Fund$9.4M3Jan 26, 2022
      Owners and control persons
      Schedule A and B, latest filing
      • R•••••• M••••••• C••••••••• · Managing Partnercontrol
        since 04/2020 · owns 75% or more
      • R•••••• M••••••• C••••••••• · Membercontrol
        since 07/2022 · owns 75% or more of A••••• C•••••• P••••••• G•• L••
      • W•••••• D•••••••• T• · Limited Partner
        since 07/2022 · owns 5% to 10%
      • Z••••• A••••• •••• · Cco/Cfo/Coo
        since 10/2021 · owns less than 5%
      Entity owners
      • A••••• C•••••• P••••••• G•• L•• · General Partner
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      • A•• B•• G•• L••
        pooled vehicle sponsorn
      • A•• L••••• G•• L••
        pooled vehicle sponsorn
      • A•• P•••••••• G•• L••
        pooled vehicle sponsorn
      • A••••• C•••••• P••••••• F••• I• G•• L••
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 12 to 17
        Mar 31, 2025 to Mar 31, 2026
      • Pooled vehicle clients · 12 to 17
        Mar 31, 2025 to Mar 31, 2026
      • Employees · 18 to 19
        Mar 31, 2025 to Mar 31, 2026
      • Private funds · 11 to 16
        Mar 31, 2025 to Mar 31, 2026
      • Discretionary RAUM · $658M to $732M
        Mar 31, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $658M to $732M
        Mar 31, 2025 to Mar 31, 2026
      • RAUM · $658M to $732M
        Mar 31, 2025 to Mar 31, 2026
      • Accounts · 8 to 12
        Oct 14, 2024 to Mar 31, 2025
      • Advisory employees · 15 to 16
        Oct 14, 2024 to Mar 31, 2025
      • Pooled vehicle clients · 8 to 12
        Oct 14, 2024 to Mar 31, 2025
      • Assets in custody · unset to 0.0
        Oct 14, 2024 to Mar 31, 2025
      • Employees · 17 to 18
        Oct 14, 2024 to Mar 31, 2025
      • Financial planning clients · unset to
        Oct 14, 2024 to Mar 31, 2025
      • Private funds · 8 to 11
        Oct 14, 2024 to Mar 31, 2025
      • Discretionary RAUM · $464M to $658M
        Oct 14, 2024 to Mar 31, 2025
      • Pooled vehicle RAUM · $464M to $658M
        Oct 14, 2024 to Mar 31, 2025
      • RAUM · $464M to $658M
        Oct 14, 2024 to Mar 31, 2025
      • Accounts · 11 to 8
        Mar 28, 2024 to Apr 26, 2024
      • Pooled vehicle clients · 11 to 8
        Mar 28, 2024 to Apr 26, 2024
      • Private funds · 5 to 8
        Mar 28, 2024 to Apr 26, 2024
      • Discretionary RAUM · $597M to $464M
        Mar 28, 2024 to Apr 26, 2024
      • Pooled vehicle RAUM · $597M to $464M
        Mar 28, 2024 to Apr 26, 2024
      • RAUM · $597M to $464M
        Mar 28, 2024 to Apr 26, 2024
      • Advisory employees · 13 to 15
        Jun 23, 2023 to Mar 28, 2024
      • Employees · 15 to 17
        Jun 23, 2023 to Mar 28, 2024
      • Private funds · 10 to 5
        Jun 23, 2023 to Mar 28, 2024
      • Discretionary RAUM · $552M to $597M
        Jun 23, 2023 to Mar 28, 2024
      • Pooled vehicle RAUM · $552M to $597M
        Jun 23, 2023 to Mar 28, 2024
      • RAUM · $552M to $597M
        Jun 23, 2023 to Mar 28, 2024
      Signals
      2 dated events
      • A••••• C•••••• P•••••••• L••• reported RAUM $657.6M, up 42% from $463.8M (2024-10-14 to 2025-03-31)
        Mar 31, 2025 · RAUM change · derived
      • A••••• C•••••• P•••••••• L••• filed its initial SEC registration (Form ADV)
        Jun 23, 2023 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/astara-capital-partnersreportedpublic record, Form ADV, Sep 18, 2026
      Website
      a•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      917-331-7013reportedpublic record, Form ADV, May 4, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026