LONE STAR INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$120M
Discretionary
$120M
100% of AUM
Avg account
$40M
Accounts
3
Employees
4
Advisory reps
2

Firm details

Headquarters
DALLAS, Texas
CRD number
158283
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lone Star Investment Advisors, LLC is a privately held manager focused on pooled private investment vehicles, operating as a sponsor and general partner for those vehicles. The firm is structured as a limited liability company, was SEC-registered in 2012, and serves an institutional client base. Its business model centers on running private equity-style funds and providing portfolio management for pooled vehicles rather than acting as a multi-manager allocator. Compensation is a mix of percentage-of-AUM fees and performance-based fees, consistent with a manager that retains incentive economics on fund performance. Lone Star appears to combine active fund sponsorship with selective use of outside managers: it acts as GP and managing member for its own pooled vehicles while also allocating capital into private equity and venture capital strategies run by third-party managers. The firm is not positioned as an ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ERIC JUERS

    Chief Financial OfficerCRD 6864575

Contacts

1 of 1
  • ARTHUR HOLLINGSWORTH

    Managing PartnerCRD 1742649

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
4455 Lyndon B Johnson Fwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth