AsterBright Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,676,708
Total clients
6
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$946,118
About
AsterBright Capital Management provides portfolio management to individuals, high‑net‑worth clients, small businesses, and foundations, although through the second quarter of 2025 it served only family and close personal contacts on a complimentary basis. Services focus on discretionary management of liquid, publicly traded securities, with some accounts managed on a non‑discretionary basis when requested.
The firm combines quantitative screening with fundamental, bottom‑up company analysis and top‑down macro considerations to construct tailored portfolios; strategies range from long‑only equity allocations to opportunistic approaches that may include short positions, options, leverage, or portfolio margin for qualified accounts. Management is generally discretionary at the account level, with at least quarterly portfolio reviews and account‑specific fee arrangements tied to the complexity of the strategy.
AsterBright is uncommon among solo independent advisers in offering performance‑based fee arrangements and in managing institutional accounts in addition to individuals—both features the brochure highlights will be applied selectively to qualified, more complex strategies and in compliance with SEC Rule 205‑3. The firm is led by a principal with CFA credentials, advanced degrees in statistics and financial mathematics, and prior portfolio management experience at a large asset manager, a background that supports its hybrid quantitative/fundamental approach despite the firm’s small scale and current transitional fee status.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
Flat annual fee based on complexity and time required, typically applied to long-only equity portfolios, billed quarterly in arrears.
Performance-based fees applied to qualified clients with more complex or opportunistic strategies, compliant with SEC Rule 205-3.
Account minimum: No stated minimum asset level or income requirement
Main office location
AsterBright Capital Management, LLC
Wellesley MA, United States
Number of offices
1
Most active in
AsterBright Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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