LODESTAR PRIVATE ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 1990

Total AUM

$1.3B

Discretionary

$1.3B

99% of AUM

Avg account

$698K

Accounts

1,921

Employees

Advisory reps

Firm details

Headquarters: ALAMO, California
CRD number: 107638
Registered since: October 11, 1990
Website: www.lodestarpam.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.74%
Individuals10.59%
Pension & Profit Sharing Plans1.43%
Corporations / Businesses1.25%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Lodestar Private Asset Management LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered since 1990. The firm serves both individuals and families as well as institutional clients and operates as a capital allocator that can place client capital with third-party managers. Its fee arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. Core advisory services listed by the firm include financial planning, portfolio management for individuals and for businesses or institutions, pension consulting, and the selection of other advisers. The firm does not identify as an active ESG investor. It reports domestic ownership structure and is not flagged as a multi-state or newly formed adviser.