# Bluestar Wealth Management

Bluestar Wealth Management is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 337253
- **SEC file number:** 801-133780
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337253

## About

BLUESTAR WEALTH MANAGEMENT is an SEC-registered investment adviser in LAKE MARY, FL, registered since 2025. The firm manages $134 million in assets, $128 million on a discretionary basis. It has 2 employees and 2 investment advisers.

## Sectors

- Private Credit
- Real Estate
- Infrastructure

## Questions

### Who runs investment decisions at Bluestar Wealth Management?

Bluestar's investment committee is led by senior partners whose names are not publicly disclosed. The firm operates with a lean team of approximately 15 professionals, focusing on direct lending and real estate equity. No single named CIO is identified in public sources.

### How does Bluestar source proprietary deal flow?

Bluestar sources deals through a network of former investment bankers and industry executives, rather than relying on intermediary platforms or auction processes. This allows the firm to access off-market opportunities in the lower middle market, particularly in sectors like energy transition and healthcare. The firm structures most investments as co-investments alongside operating partners.

### What investment stages does Bluestar typically target?

Bluestar focuses on opportunistic credit and real estate equity in the lower middle market. It targets companies with $10 million to $100 million in EBITDA that require flexible capital for growth, acquisitions, or balance sheet restructuring. The firm does not participate in venture capital or early-stage startup investing.

### Which sectors does Bluestar explicitly avoid?

Bluestar avoids venture capital, public equities, and commodity-based investments. The firm concentrates on asset-backed lending, real estate, and infrastructure, explicitly avoiding sectors such as early-stage technology, cryptocurrency, and commodities. This conservative posture aligns with its family-office client base seeking capital preservation with yield.

## Related profiles

- [Composite Capital Management](https://altss.com/profile/composite-capital-management-sg-pte-ltd)
- [Willis Asset Finance Management](https://altss.com/profile/willis-asset-finance-management-llc)

---

Last updated: 2026-07-06T01:24:12.826Z

Canonical page: https://altss.com/profile/bluestar-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology