LONE STAR INVESTMENT ADVISORS, LLC
Adviser information for LONE STAR INVESTMENT ADVISORS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Nevada, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4 | $309.0M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $309.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $309.0M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 4 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-73932 |
|---|---|
| SEC ERA File Number | 801-73932 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 158283 |
| Legal Entity Identifier | None |
Principal Office
4455 LBJ FREEWAYSUITE 300
DALLAS
TX
United States
Monday - Friday, 8:30AM - 5:30PM
Tel: 972-702-7390, Fax: 972-702-7391
Chief Compliance Officer
ERIC JUERS
CHIEF FINANCIAL OFFICER
4455 LBJ FREEWAY
SUITE 300
DALLAS
TX
United States
Tel:
972-980-5884
Fax:
972-702-7391
E*********@*********************M
(Full email address available in API data)
Industry Affiliates
| LSCRA, LLC | Sponsor, GP, manager of pooled investment vehicles |
| LSNM CAPITAL PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| LSOF, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| LONE STAR CRA FUND LP | Private Equity Fund | $196.2M | $1.0M | 17 |
| LONE STAR GROWTH CAPITAL LP | Private Equity Fund | $7.6M | $1.0M | 13 |
| LONE STAR NEW MARKETS LP | Private Equity Fund | $7.4M | $1.0M | 14 |
| LONE STAR OPPORTUNITIES FUND V LP | Private Equity Fund | $97.8M | $1.0M | 30 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HOLLINGSWORTH, ARTHUR, WOODS | Individual | – | MANAGING PARTNER | 05/2005 | > 75% |
| JUERS, ERIC | Individual | – | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | 09/2017 | < 5% |