Aster Investment Management Co Inc (Larkspur)

Aster Investment Management Co Inc is a large advisory firm based in Larkspur. It manages $2.71 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Aster Investment Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aster Investment Management: assets under management

The assets under management (AUM) of Aster Investment Management Co Inc is $2.71 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 386% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.71 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $904.18 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Aster Investment Management Co Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Aster Investment Management Co Inc

Richard F Aster has been acting as President since 1 Feb 1977. Jr. Trust; First Republic Trust Company A Divisioin Of First Republic Bank Trustee Richard F. Aster joined the executive team most recently as the Corporate Trustee.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard F Aster	President	1 Feb 1977	75% - 100%	3156403
Kevin Christopher O'boyle	Vp of research	1 Sep 1994	Other	4347199
Gregg Bernard Keeling	Vp of operations	1 Apr 1999	Other	4347194
James Herbert England	Vp of research	1 Aug 2001	Other	2589292
Larry Edward Cordisco	Vp of research	1 Sep 2003	Other	4486482
James Joseph O'connor	Vp of research	1 Jan 2004	Other	4314571
Gregg Bernard Keeling	Chief compliance officer	1 Oct 2004	Other	4347194
Talal Qatato	Vp of research	1 Jun 2005	Other	2811842
William Ling Cheng Tao	Vp of research	1 Sep 2007	Other	4416651
Jr. Trust; Herbert C. Kay Trustee Richard F. Aster	Director	1 Feb 2012	75% - 100%	45-6795554
Jr. Trust; First Republic Trust Company A Divisioin Of First Republic Bank Trustee Richard F. Aster	Corporate trustee	1 Apr 2012	75% - 100%	45-6795554
Michael Nmn Stolper	Director	1 Apr 2012	Other	437190
Kevin Christopher O'boyle	Director of research	1 Apr 2012	Other	4347199
Larry Edward Cordisco	Vp of research	1 Apr 2012	Other	4486482

Based in Larkspur

The principal office where Aster Investment Management Co Inc performs its advisory services is located at 60 E Sir Francis Drake Blvd Ste 306, Larkspur, CA 94939, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.