|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Lone Star Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 158283 |
| SEC # | 801-73932 |
| CIK # | |
| AUM | $256.5 M (2025-03-31) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 972-702-7390 |
| Address | 4455 LBJ Freeway Dallas, TX 75244 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Lone Star CRA Fund LP | 2012-02-14 | 143.0 | |
| PE | Lone Star Growth Capital LP | 2012-02-14 | 7.7 | |
| PE | Lone Star New Markets LP | 2012-02-14 | 7.7 | |
| PE | Lone Star Opportunities Fund V LP | [2012-02-14] | 51.5 | 98.0 |
| PE | North Texas Opportunity Fund LP | 2012-02-14 | 28.7 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 256.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 256.5 |
| By Discretionary | ||
| Discretionary | 4 | 256.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 256.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.5 | |
| Total | 4 | 256.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Lone Star Investment Advisors LLC | 1 | ||
| Lsof LLC | 1 | ||
| Arthur Hollingsworth | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MW Advisor LLC
✚
|
NY | 0.3 |
|
Impact Engine Management PBC
✚
|
IL | 0.3 |
|
Velocity Capital Management LLC
✚
|
NY | 0.3 |
|
Baird Venture Partners Management Company IV LLC
✚
|
WI | 0.3 |
|
Stabilis Capital Management LP
✚
|
NY | 0.3 |
|
Winona Capital Management LLC
✚
|
IL | 0.3 |
|
Ardan Equity Partners LLC
✚
|
FL | 0.3 |
|
TRP Capital Advisors VI LLC
✚
|
MI | 0.3 |
|
ABF Investment Management LLC
✚
|
FL | 0.3 |
|
Ascribe Management LLC
✚
|
NY | 0.3 |