CCO · Whitestar Advisors, LLC
James E. Bishop
CRD 858662 · Named on Form ADV at one SEC-registered adviser
At a glance
Whitestar Advisors, LLC, an SEC-registered asset manager based in Boca Raton, FL with $454 million in regulatory assets, lists James E. Bishop on its Form ADV as CCO, a control person.
Firms and roles
- Whitestar Advisors, LLCCCOAsset manager · Boca Raton, FL · $454M in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.