Starr Principal Holdings, LLC (New York)

Starr Principal Holdings provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Starr Principal Holdings: assets under management

The assets under management (AUM) of Starr Principal Holdings, LLC is $2.23 billion. The firm's AUM has gone down by -64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $122.17 million in discretionary accounts and $2.11 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $122.17 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $422.07 million.

Starr Principal Holdings has custody of $2.23 billion in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Starr Principal Holdings, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in New York

The principal office where Starr Principal Holdings, LLC performs its advisory services is located at 399 Park Avenue, New York, NY 10022 4681, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-230-5050 or by fax 212-230-5087. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at starrcompanies.com/about-starr/investor-information.

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