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Adam Daniel Nelson

Whitestar Asset Management LLC

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About Adam Daniel Nelson

Adam Daniel Nelson is a registered Investment Advisor Representative with Whitestar Asset Management LLC. Adam Daniel Nelson has been with Whitestar Asset Management LLC since September 16, 2013. Adam Daniel Nelson specializes in Portfolio Management for Individuals, Investment Companies, and Pooled Investment Vehicles. Adam Daniel Nelson is registered in Texas. Adam Daniel Nelson is also the SVP and General Counsel for Triumph Bancorp, Inc., and Triumph Savings Bank, SSB, and is responsible for providing legal advice to both entities.

Firm Information

Adam Nelson is currently registered with Whitestar Asset Management LLC. Whitestar Asset Management LLC is an investment advisor headquartered in Dallas, Texas. The firm manages over $3.99 billion in assets for a variety of clients, including investment companies, pooled investment vehicles, and high-net-worth individuals. The firm specializes in portfolio management for businesses, investment companies, and pooled investment vehicles. Whitestar Asset Management LLC is registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940.
Whitestar Asset Management LLC

200 CRESCENT COURT

DALLAS, TX 75201-1834

$3.99B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Adam Nelson’s Registration & Firm History

TX

09/16/2013 - Present

Whitestar Asset Management LLC (DALLAS TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Daniel Nelson.
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