Stardust Capital

Stardust Capital provides discretionary investment management to a mix of individual investors and a broader set of client types identified in its brochure, including high net worth individuals, trusts and estates, charitable organizations, corporations, other investment advisers, and pension or profit‑sharing plans. Services include customized portfolio construction and ongoing monitoring across holdings such as stocks, bonds, ETFs, mutual funds, separately managed accounts, listed options, and select alternative investments.

The firm’s investment process emphasizes long‑term, goals‑based strategies with a value‑oriented bias and selective “growth at a reasonable price” opportunities, combining macroeconomic, fundamental, cyclical and limited technical analysis. It manages portfolios on a discretionary basis, allows reasonable client‑imposed restrictions, and discloses limited, lower‑risk options strategies (covered calls, cash‑secured puts, put spreads) used for income or hedging when appropriate.

Noteworthy for a firm with modest assets under management, Stardust Capital’s client roster includes several institutional‑style categories—other investment advisers, charitable organizations, corporations and retirement plans—which is less common among peers of this type. The brochure also discloses operational details that differentiate its practice: use of separately managed accounts as an investment vehicle, a recommendation of Interactive Brokers as custodian, and receipt of research and tools (soft‑dollar benefits) from broker‑dealers.