Amstar Advisers, LLC (Denver)


Amstar Advisers, LLC is a pension cosultant based in Denver. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Colorado.

Amstar Advisers provides portfolio management for businesses and institutional clients and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Amstar Advisers, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Amstar Advisers, LLC

Llc Glf Ascentris Holdings joined the executive team most recently as the Member.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Gabe Lawrence Finke Chief executive officer 1 Dec 2010 Other 5873990
Llc Glf Holdings Member 1 Dec 2010 Other 27-4254407
Llc Amstar Advisers Holdings Member 1 Dec 2010 75% - 100% 27-4254731
Llc Amstar Advisers Management Holdings Member 1 Dec 2010 Other 27-4254407
Gabe L Finke Chief executive officer 1 Dec 2010 Other 5873990
Kevin J Martin Chief financial officer 1 Dec 2010 Other 5873991
Lisa M Hunter Chief compliance officer 1 Dec 2010 Other 5873994
Kevin Joseph Martin Chief financial officer 1 Dec 2010 Other 5873991
Lisa Marie Hunter Chief compliance officer 1 Dec 2010 Other 5873994
Thomas Michael Herzog Cheif financial officer 1 Oct 2011 Other 1322094
Gordon Douglas Wiley Chief compliance officer & chief operating officer 1 Nov 2011 Other 6047966
Lee Michael Hillard Chief compliance officer 1 Nov 2011 Other 2510625
Gerald Ross Morgan Chief financial officer - amstar advisers, llc 1 Jan 2013 Other 6165253
William Seth Hoffenberg Chief financial officer 1 Oct 2013 Other 6296030
Otto James Petty Chief compliance officer 1 Nov 2015 Other 6592551
Patricia Lee Noble Managing director 1 Nov 2015 Other 2007638
Robert Ghiselli Managing director 1 Nov 2015 Other 6592598
Robert Agnew Toomey Managing director 1 Nov 2015 Other 6592611
Ross Edward Votel Chief compliance officer 1 Nov 2015 Other 6591474
Daniel Primus Cohen Managing director 1 Dec 2015 Other 6592603
Llc Glf Ascentris Holdings Member 1 Nov 2016 Other 27-4254407
Llc Ascentris Holdings Member 1 Nov 2016 75% - 100% 27-4244731

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Gabe Lawrence Finke Member 1 Aug 2010 75% - 100% 5873990
Rat Holdings Llc Member 1 Nov 2016 25% - 50% xxx-xx-xxxx
Robert Agnew Toomey Managing member 1 Nov 2016 75% - 100% 6592611

Based in Denver

The principal office where Amstar Advisers, LLC performs its advisory services is located at 1401 17 Th Street, Denver, CO 80202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-317-6464. The normal business hours are 8:00 am - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at amstar.com.