Lodestar Private Asset Management LLC
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
FINTRXOverview
Lodestar Private Asset Management LLC is an independent registered investment adviser that has been SEC-registered since 1990. The firm serves both individual and family clients as well as institutional accounts and acts as a capital allocator, meaning it selects third‑party managers and external funds in addition to managing portfolios directly. Service offerings include financial planning, discretionary portfolio management for individuals/small businesses and for institutions, pension consulting, and the selection of other advisers. Fees are charged via a mix of percentage-of-AUM schedules, hourly rates, and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities15%
- Cash & Cash Equivalents6%
- Non-Exchange Traded Equities2%
- US Government Bonds1%
Contacts
3 of 5
Joseph Harrison
Managing Partner, Financial AdvisorCRD 4461940
Kevin Gray
Principal & Financial AdvisorCRD 2176604
Jason Mccoy
Wealth ManagerCRD 5908144
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 191Active vs passive
$1.2B in ETFs
93%
$1.1B
4%
$81.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $103M | 137,118 | 8.71% |
Location
Alamo, CA
Contra Costa
Location
Alamo, CA
Headquartered in Alamo, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 3201 Danville Blvd
- Time zone
- PT (UTC-8)
- Office locations
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