The LONESTAR REGISTERED INVESTMENT ADVISORS is a privately held investment adviser that advises $274.02mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. LONESTAR REGISTERED INVESTMENT ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 66.86% over the last 1-years.
The Group has been registered with the SEC for 2.97 years and is comprised of 1 filing and 0 relying advisers. They operate out of 10 office locations with their Headquarters at 10210 FRANKFORD AVE SUITE 220, LUBBOCK, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 11 employees comprised of 11 investment and 0 non-investment staff. The total number of Employees increased by 266.67% over the last 5-years.
Their $274.02mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 1 other account. Assets of Individuals clients own $175.88mn or 64.19% of Total Assets and High Net Worth Individuals own $94.75mn or 34.58% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
LONESTAR REGISTERED INVESTMENT ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.