FourStar Wealth Advisors, LLC is a private investment fund based in Chicago, Illinois. According to its most recent Form D, filed May 14, 2025, it has sold $2,708,000 of interests to 23 investors since its first sale in Jun 2023. The minimum investment it accepts from an outside investor is $100,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Alternative Opportunity Fund Manager LLC.
- Total raised
- $2,708,000Cumulative sales reported on Form D
- Investors
- 23
- First sale
- Jun 26, 2023
- Minimum investment
- $100,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Alternative Opportunity Fund Manager LLC
- Latest Form D
- May 14, 2025
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Raise history
| Filed | Filing | Total raised | Investors | Source |
|---|---|---|---|---|
| May 14, 2025 | First notice | $2,708,000 | 23 | SEC.gov ↗ |
| Jan 26, 2024 | Amendment | $100,000 | 1 | SEC.gov ↗ |
| Jul 14, 2023 | First notice | $100,000 | 1 | SEC.gov ↗ |
3 Form D filings in the SEC's electronic records (2008 onward), the earliest on Jul 14, 2023. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.
Questions about FourStar Wealth Advisors, LLC
What is the minimum investment for FourStar Wealth Advisors, LLC?
According to its latest Form D, filed May 14, 2025, the minimum investment FourStar Wealth Advisors, LLC accepts from an outside investor is $100,000.
Who can invest in FourStar Wealth Advisors, LLC?
FourStar Wealth Advisors, LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has FourStar Wealth Advisors, LLC raised?
FourStar Wealth Advisors, LLC reports $2,708,000 sold from 23 investors on its Form D filed May 14, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is FourStar Wealth Advisors, LLC based?
FourStar Wealth Advisors, LLC is based in Chicago, Illinois.
When did FourStar Wealth Advisors, LLC launch?
FourStar Wealth Advisors, LLC reports its first sale in Jun 2023, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private investment fund
Raised more than 31% of the 554 private investment funds based in Illinois, and more than 24% of all 10,333 that report sales.