Starboard Wealth Management

Starboard Wealth Management does not publicly disclose its leadership or investment committee. As an RIA, the firm likely has designated investment officers and advisors, but no named individuals have been published. Institutional allocators should request organizational details during due diligence.

The firm sources deals through its network of family clients, external partners, and industry relationships. As a multi-family office, it may participate in club deals or co-investments alongside other family offices. Specific sourcing mechanisms are not publicly documented.

Starboard operates as a multi-family office and RIA, not a single-family office. It serves multiple families and is subject to SEC registration and fiduciary standards. This structure allows families to benefit from pooled investment resources and broader diversification.

Starboard's investment strategy spans direct deals and fund investments across private equity, real estate, private credit, hedge funds, and infrastructure. The firm does not publicly specify stage preferences, but given its asset-class mix, it likely targets growth-stage and value-oriented opportunities.

No philanthropic structures or foundations have been publicly linked to Starboard Wealth Management. The firm does not advertise donor-advised funds or charitable planning services. Any such structures would be separate entities managed by individual families.

Starboard does not publish a list of excluded sectors. Based on its disclosed asset-class mix, the firm likely avoids early-stage venture capital and high-volatility strategies. Allocators should inquire directly about any negative screens.

As a multi-family office, Starboard can aggregate capital from multiple families to write larger co-investment tickets alongside institutional GPs. The firm's RIA structure allows it to evaluate and execute direct deals, though specific co-investment activity is not publicly reported.