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| Lodestar Private Asset Management LLC
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|---|---|
| CRD # | 107638 |
| SEC # | 801-37511 |
| CIK # | 0001963040 |
| AUM | 1,341.3 M (2026-03-02) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 925-838-1234 |
| Address | 3201 Danville Blvd Alamo, CA 94507 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (3/2/2026) [Brochure] |
|---|
Item 7. Types of Clients Description Lodestar generally provides investment advice to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations or business entities. Client relationships vary in scope and length of service. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 36.3 | ||
| Amazon Com Inc | 9.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 221 | 142.0 |
| (b) Individuals (high net worth individuals) | 323 | 1,163.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 19.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 16.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,921 | 1,341.3 |
| By Discretionary | ||
| Discretionary | 1,919 | 1,326.6 |
| Non-Discretionary | 2 | 14.7 |
| Total | 1,921 | 1,341.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,341.3 | |
| Total | 1,921 | 1,341.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001963040] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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