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| Lodestar Private Asset Management LLC
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| |
|---|---|
| CRD # | 107638 |
| SEC # | 801-37511 |
| CIK # | 0001963040 |
| AUM | $979.7 MM (2024-03-06) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 925-838-1234 |
| Address | 3201 Danville Blvd Alamo, CA 94507 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 30.1 | |
| AMZN | 1,092,997.8 | 9.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 89.2 |
| (b) Individuals (high net worth individuals) | 307 | 865.4 |
| (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 | 1 | 13.6 |
| (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 | 2 | 11.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,687 | 979.7 |
| By Discretionary | ||
| Discretionary | 1,686 | 967.9 |
| Non-Discretionary | 1 | 11.8 |
| Total | 1,687 | 979.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.8 | |
| United States Persons | 967.9 | |
| Total | 1,687 | 979.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001963040] |
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|---|---|---|
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Stoneridge PMG Advisors LLC
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