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| Lone Star Investment Advisors LLC
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| |
|---|---|
| CRD # | 158283 |
| SEC # | 801-73932 |
| CIK # | |
| AUM | $309.0 MM (2024-05-09) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 972-702-7390 |
| Address | 4455 LBJ Freeway Dallas, TX 75244 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Lone Star CRA Fund LP | 2012-02-14 | 196.2 | |
| PE | Lone Star Growth Capital LP | 2012-02-14 | 7.6 | |
| PE | Lone Star New Markets LP | 2012-02-14 | 7.4 | |
| PE | Lone Star Opportunities Fund V LP | [2012-02-14] | 51.5 | 97.8 |
| PE | North Texas Opportunity Fund LP | 2012-02-14 | 28.7 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 309.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 309.0 |
| By Discretionary | ||
| Discretionary | 4 | 309.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 309.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 309.0 | |
| Total | 4 | 309.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Lone Star Investment Advisors LLC | 1 | ||
| Lsof LLC | 1 | ||
| Arthur Hollingsworth | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Gores Group LLC
✚
|
CA | 0.3 |
|
Parallel49 Equity ULC
✚
|
IL | 0.3 |
|
Stella Point Capital LP
✚
|
NY | 0.3 |
|
Russia Partners Management LLC
✚
|
NY | 0.3 |
|
Belhealth Investment Partners LLC
✚
|
FL | 0.3 |
|
ClearLight Partners Management LLC
✚
|
CA | 0.3 |
|
Upper Bay Infrastructure Management LP
✚
|
NY | 0.3 |
|
Caymus Equity Partners LLC
✚
|
GA | 0.3 |
|
Genrock Capital Management LP
✚
|
FL | 0.3 |
|
Bluestone Investment Manager LLC
✚
|
VA | 0.3 |