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Bright Star Investment Management, LLC (Juneau)


Bright Star Investment Management, LLC is a large advisory firm based in Juneau. It manages $26.23 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alaska, Arizona, California, and 5 other states.

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Bright Star Investment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bright Star Investment Management: assets under management

The assets under management (AUM) of Bright Star Investment Management, LLC is $26.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.11 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bright Star Investment Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Juneau

The principal office where Bright Star Investment Management, LLC performs its advisory services is located at 9301 Glacier Highway, Juneau, AK 99801, which is also the mailing address of the firm. An additional office of the firm is in Santa Monica, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 907-789-1773 or by fax 907-789-1896. The normal business hours are 7:00 am -- 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.brightstar.com.


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