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Starboard Wealth Management
Starboard Wealth Management is a registered investment advisor (RIA) and multi-family office headquartered in New York City.
Starboard Wealth Management
Starboard Wealth Management is a registered investment advisor (RIA) and multi-family office headquartered in New York City. The firm serves a network of family clients, managing wealth through a combination of direct investments, fund-of-funds allocations, and separately managed accounts. Its wealth origin base remains undisclosed, and no founding year or named principals have been published. Strategically, Starboard deploys capital across a diversified mix of asset classes including real estate, private credit, hedge funds, private equity, and infrastructure. The firm is known to participate in both direct co-investments and external fund commitments. Its geographic focus centers on North America, with selective exposure to developed European markets. Portfolio holdings or specific deal names have not been publicly confirmed. The firm's professional headcount and additional office locations are not publicly available. No recent operational events or staff changes have been reported in the past two years. Starboard maintains its RIA registration, which structures it as a regulated entity under SEC oversight. Structurally, Starboard's multi-family office model differentiates it from single-family offices — it aggregates capital from multiple high-net-worth families, allowing for larger deal tickets and broader diversification. Its RIA framework imposes fiduciary obligations and transparency requirements not found in unregulated family offices. This hybrid structure gives families professional management without the overhead of a dedicated single-family office.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Who runs investment decisions at 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.
How does Starboard source proprietary deal flow?
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.
Is Starboard structured as a single family office or does it operate more like a traditional wealth manager?
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.
What investment stages does Starboard typically target?
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.
Does Starboard maintain philanthropic structures, and how are they separated?
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.
Which sectors does Starboard explicitly avoid?
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.
How does Starboard participate in co-investments alongside external GPs?
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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