TRI-STAR ADVISORS INC.
Legal name: TRI-STAR ADVISORS, INC.
CRD #149760 SEC #801-70769 HOUSTON, TX 713-735-9200
SEC Registered Disclosures
Total AUM
$55.5M
Discretionary
$55.5M
Employees
4
Clients
0
Accounts
129
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2023 | $55.5M | $55.5M | $0 | 4 | 0 |
| May 2023 | $55.5M | $55.5M | $0 | 4 | 0 |
| Apr 2023 | $55.5M | $55.5M | $0 | 4 | 0 |
| Mar 2023 | $55.5M | $55.5M | $0 | 4 | 0 |
| Mar 2022 | $354.8M | $348.3M | $6.5M | 7 | 0 |
| Mar 2021 | $337.3M | $311.5M | $25.9M | 8 | 0 |
| Sep 2020 | $280M | $265.4M | $14.6M | 8 | 0 |
| Jun 2020 | $280M | $265.4M | $14.6M | 9 | 0 |
| Apr 2020 | $280M | $265.4M | $14.6M | 9 | 0 |
| Mar 2020 | $278.4M | $278.4M | $0 | 9 | 0 |
| Mar 2019 | $220.8M | $220.8M | $0 | 9 | 0 |
| Jan 2019 | $157M | $157M | $0 | 5 | 0 |
| Oct 2018 | $157M | $157M | $0 | 5 | 0 |
| Aug 2018 | $157M | $157M | $0 | 5 | 0 |
| Mar 2018 | $157M | $157M | $0 | 5 | 0 |
| Aug 2017 | $133M | $133M | $0 | 7 | 186 |
| Mar 2017 | $133M | $133M | $0 | 7 | 186 |
| Apr 2016 | $131.9M | $131.9M | $0 | 5 | 100 |
| Mar 2016 | $132M | $132M | $0 | 5 | 100 |
| Sep 2015 | $124.9M | $124.9M | $0 | 5 | 100 |
| Mar 2015 | $124.9M | $124.9M | $0 | 5 | 100 |
| Mar 2014 | $120M | $120M | $0 | 5 | 100 |
| Aug 2013 | $161.8M | $0 | $161.8M | 5 | 100 |
| Jul 2013 | $161.8M | $0 | $161.8M | 5 | 100 |
| Mar 2013 | $178.6M | $0 | $178.6M | 5 | 100 |
| Mar 2012 | $150.8M | $0 | $150.8M | 6 | 300 |
| Nov 2011 | $134M | $134M | $0 | 6 | 200 |
| Aug 2010 | $61.2M | $51.2M | $10M | 10 | -- |
| Aug 2010 | $61.2M | $51.2M | $10M | 10 | -- |
| Oct 2009 | $51M | $51M | $0 | 10 | -- |
DateJun 2023
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$354.8M
Discretionary$348.3M
Non-Disc.$6.5M
Employees7
Clients0
DateMar 2021
Total AUM$337.3M
Discretionary$311.5M
Non-Disc.$25.9M
Employees8
Clients0
DateSep 2020
Total AUM$280M
Discretionary$265.4M
Non-Disc.$14.6M
Employees8
Clients0
DateJun 2020
Total AUM$280M
Discretionary$265.4M
Non-Disc.$14.6M
Employees9
Clients0
DateApr 2020
Total AUM$280M
Discretionary$265.4M
Non-Disc.$14.6M
Employees9
Clients0
DateMar 2020
Total AUM$278.4M
Discretionary$278.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$220.8M
Discretionary$220.8M
Non-Disc.$0
Employees9
Clients0
DateJan 2019
Total AUM$157M
Discretionary$157M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$157M
Discretionary$157M
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$157M
Discretionary$157M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$157M
Discretionary$157M
Non-Disc.$0
Employees5
Clients0
DateAug 2017
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees7
Clients186
DateMar 2017
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees7
Clients186
DateApr 2016
Total AUM$131.9M
Discretionary$131.9M
Non-Disc.$0
Employees5
Clients100
DateMar 2016
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees5
Clients100
DateSep 2015
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees5
Clients100
DateMar 2015
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees5
Clients100
DateMar 2014
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients100
DateAug 2013
Total AUM$161.8M
Discretionary$0
Non-Disc.$161.8M
Employees5
Clients100
DateJul 2013
Total AUM$161.8M
Discretionary$0
Non-Disc.$161.8M
Employees5
Clients100
DateMar 2013
Total AUM$178.6M
Discretionary$0
Non-Disc.$178.6M
Employees5
Clients100
DateMar 2012
Total AUM$150.8M
Discretionary$0
Non-Disc.$150.8M
Employees6
Clients300
DateNov 2011
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees6
Clients200
DateAug 2010
Total AUM$61.2M
Discretionary$51.2M
Non-Disc.$10M
Employees10
Clients--
DateAug 2010
Total AUM$61.2M
Discretionary$51.2M
Non-Disc.$10M
Employees10
Clients--
DateOct 2009
Total AUM$51M
Discretionary$51M
Non-Disc.$0
Employees10
Clients--