Astor Investment Management

What Astor Investment Management does

Astor Investment Management is a Chicago-based investment advisor firm founded in 2001. The firm operates as a private company with a workforce of 11-50 employees, consistent with a boutique or mid-sized advisory practice. The firm maintains a digital presence at astorim.com and is led by founder Robert Stein, who also serves as Chief Executive Officer. The firm's continued operation since its founding for over two decades indicates an established presence in the Chicago financial services market, though specific scale metrics, market position, or competitive standing are not documented in available sources.

As an investment advisor, Astor's core business involves providing investment advisory services to clients. However, specific investment strategies, asset classes managed, performance methodologies, product structures, and target client segments are not documented in the available source material. No details about regulatory registrations (for example, SEC or state-level RIA registration), assets under management, fee structures, technology infrastructure, or third-party platform integrations are available in the provided sources. The firm does not appear in industry rankings, awards lists, or recognition databases within the provided data, which limits assessment of its reputation and market standing.

The firm's business model and revenue mechanics are not disclosed in the available data. Typical investment advisors generate revenue through asset-based management fees, flat advisory fees, or performance-based fees, but no specific information about Astor's pricing model, client onboarding process, distribution channels, or partnership relationships is available. The absence of detailed product, technology, customer, operational, and competitive information significantly constrains deeper analytical assessment of the firm's positioning, growth trajectory, and financial performance. Strategic priorities, expansion initiatives, and recent operational developments cannot be evaluated from the available source material.

Name

Astor Investment Management

Legal name

Beacon Capital Management, Inc.

Website

https://astorim.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Astor Investment Management is a Chicago-based private investment advisor firm founded in 2001, employing 11-50 people and led by founder and CEO Robert Stein. The firm provides investment advisory services.

Ownership category

akta.pro rank

Product category

Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Investment advisory
• Asset management
• Portfolio management
• Wealth advisory
• Financial advisory

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Core offering

Astor Investment Management operates as an investment advisory firm, providing advisory services to clients. Founded in 2001 and based in Chicago, the firm maintains a small team of 11-50 employees focused on delivering investment management services.

Differentiator

Problem solved

Functional benefit

Brands

• Beacon Precision™: Broad, equal-weight diversification with tailored buy and sell signals for each holding.
• Beacon Signal™
• Beacon Outlook™
• Beacon Unified™

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• Manning & Napier: SEC-registered investment adviser offering actively managed portfolio strategies to advisors and individual investors; directly comparable to Astor's investment-advisor model with overlapping advisor-channel distribution.
• W.E. Donoghue & Co. Independent registered investment adviser offering model portfolios and tactical strategies to advisors and investors; comparable in size and channel to a mid-sized RIA like Astor.
• CLS Investments: RIA focused on portfolio strategies and model portfolios distributed through financial advisors; closely overlaps Astor's investment-advisory and advisor-distribution model.

Broad incumbents

• Dimensional Fund Advisors: Large global asset manager specializing in active, evidence-based portfolio strategies distributed primarily through advisors; broader-incumbent counterpart with overlapping advisor-channel clients.
• WisdomTree: Listed ETF sponsor with active and model-portfolio solutions distributed through advisors and institutions; offers product overlap in actively managed ETF strategies and comparable advisor-channel GTM.
• First Trust Advisors: ETF sponsor and investment manager offering active and rules-based portfolios to advisors; comparable at the product and advisor-distribution layer, though significantly larger.
• Cohen & Steers: Specialist active asset manager distributed primarily through institutional and advisor channels; relevant broader-incumbent peer for an active-strategy investment adviser.
• AQR Capital Management: Large systematic, research-driven active asset manager; adjacent incumbent serving advisor and institutional channels with rules-based strategies comparable to small active RIA offerings.
• Hartford Funds: Mutual-fund and ETF sponsor distributing actively managed strategies through advisors and intermediaries; broader-incumbent comparator for advisor-channel portfolio distribution.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

• Xx.com/AstorInvMgmt

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments5 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Astor Investment Management