Whitestar Advisors, LLC

WhiteStar Advisors, LLC, established in 2002, specializes in fiduciary investment advisory services focused on real estate and other real assets. The firm, with approximately $608,545,112 assets under management, tailors services and fees based on clients' return on investment requirements, geographical preferences, and investment strategies. Fees are negotiable and may be based on assets under management, hourly rates, lump sums, performance fees, or complexity of the investment strategy. Clients may be responsible for transaction-related expenses. WhiteStar may receive performance-based fees on certain investments, with a disclosure that clients are not obligated to accept such accounts. The firm's clients typically include pension funds, health and welfare funds, training funds, and union funds, with no minimum account opening requirement. WhiteStar employs various analysis methods and investment strategies, including fundamental, microeconomic, and macro analysis. Investing involves risks, particularly in illiquid real estate investments. The firm acts as a discretionary investment manager, executing transactions on behalf of clients within legal and client-specific guidelines. WhiteStar does not vote client securities and does not accept fees six months or more in advance.