Whitestar Advisors, Llc
SEC-registered
Institutional / Pension Advisor · Small ($100M–$1B)
CRD 124627
· SEC file 801-62048
· Boca Raton, FL
· WWW.WHITESTARLLC.COM
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ADV data as of Mar 24, 2026
- Regulatory AUM
- $454M
- Discretionary
- $454M
- Clients
- 27
- Avg AUM / client
- $16.8M
- Accounts
- 27
- Employees
- 8
AUM over time
$454M
$1.2B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 27 | $454M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Elevator Division Retirement Benefit Plan Board Of Trustees Elevator Division Retirement Plan | Long Island City, NY | 2024 |
| Building Trades United Pension Trust Fund Milwaukee And Vicinity Building Trades United Pension Trust Fund | 2024 | |
| Hawaii Iron Workers' Pension Plan Board Of Trustees Of Hawaii Iron Workers Pension Trust Fund | Waipahu, HI | 2024 |
| U.A. Local 467 Defined Benefit Plan Board Of Trustees, U.A. Local 467 Pension Trust | 2024 | |
| U. A. Local No. 343 Defined Benefit Plan U.A. Local No. 343 Pension Trust | 2024 | |
| Twin City Ironworkers Pension Plan Board Of Trustees Of The Twin City Ironworkers Pension Fund | 2024 | |
| Minnesota Laborers Pension Fund Board Of Trustees Of Minnesota Laborers Pension Fund | 2024 | |
| Minnesota Cement Masons Pension Fund Trustees Of Minnesota Cement Masons Pension Fund | 2024 | |
| Roofers Local 221 Pension Trust Fund Bot Roofers Local 221 Pension Trust Fund | 2024 | |
| Catv Industry Ibew Pension Plan Board Of Trustees Of Catv Industry Ibew Pension Plan | 2024 | |
| District Council 82 Painting Industry Pension Plan Trustees Of District Council 82 Painting Industry Pension Plan | 2024 | |
| United Wire, Metal & Machine Pension Fund Board Of Trustees Of U.W.M. & M. Pension Fund | Long Island City, NY | 2024 |
| Iuoe Local 30 Pension Fund Bd Of Trustees Iuoe Local 30 Pension Fund | 2024 | |
| Twin City Carpenters And Joiners Pension Fund Board Of Trustees Of The Twin City Carpenters And Joiners Pension Fund | 2024 |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bishop, James, Edward | Indirect Owner | Nov 2002 (24y) | ≈ 37.5% – 75% via Whitestar Holdings, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Whitestar Holdings, Llc | Managing Member | Nov 2002 | A | 50% – 75% |
| Whitestar Global, Inc. | Member | Mar 2019 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Bishop, James, Edward: 75% – 100% of Whitestar Holdings, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (14)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Elevator Division Retirement Benefit Plan | Board Of Trustees Elevator Division Retirement Plan | 1,618 | $259M | 11/01/2024 |
| Building Trades United Pension Trust Fund Milwaukee And Vicinity | Building Trades United Pension Trust Fund | 9,922 | $3.5B | 06/01/2024 |
| Hawaii Iron Workers' Pension Plan | Board Of Trustees Of Hawaii Iron Workers Pension Trust Fund | 649 | $176M | 04/01/2024 |
| U.A. Local 467 Defined Benefit Plan | Board Of Trustees, U.A. Local 467 Pension Trust | 889 | $859M | 01/01/2024 |
| U. A. Local No. 343 Defined Benefit Plan | U.A. Local No. 343 Pension Trust | 250 | $160M | 01/01/2024 |
| Twin City Ironworkers Pension Plan | Board Of Trustees Of The Twin City Ironworkers Pension Fund | 1,404 | $454M | 01/01/2024 |
| Minnesota Laborers Pension Fund | Board Of Trustees Of Minnesota Laborers Pension Fund | 10,758 | $3.2B | 01/01/2024 |
| Minnesota Cement Masons Pension Fund | Trustees Of Minnesota Cement Masons Pension Fund | 788 | $286M | 01/01/2024 |
| Roofers Local 221 Pension Trust Fund | Bot Roofers Local 221 Pension Trust Fund | 338 | $43.2M | 01/01/2024 |
| Catv Industry Ibew Pension Plan | Board Of Trustees Of Catv Industry Ibew Pension Plan | 47 | $98.4M | 01/01/2024 |
| District Council 82 Painting Industry Pension Plan | Trustees Of District Council 82 Painting Industry Pension Plan | 920 | $319M | 01/01/2024 |
| United Wire, Metal & Machine Pension Fund | Board Of Trustees Of U.W.M. & M. Pension Fund | 1,045 | $213M | 01/01/2024 |
| Iuoe Local 30 Pension Fund | Bd Of Trustees Iuoe Local 30 Pension Fund | 2,514 | $367M | 01/01/2024 |
| Twin City Carpenters And Joiners Pension Fund | Board Of Trustees Of The Twin City Carpenters And Joiners Pension Fund | 5,909 | $2.0B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗