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Lodestar Private Asset Management LLC

● SEC registered since 1990CRD 107638SEC# 801-37511Alamo, CA
Export (members)
Reg. AUM
$1.12B
Employees
7
Accounts
1,809
Location
Alamo, CA

Lodestar Private Asset Management LLC assets under management

Lodestar Private Asset Management LLC operates as an SEC-registered investment adviser based in Alamo, CA. The firm has been registered since 1990. It reports $1.1 billion in regulatory assets under management and employs 7 people.

Lodestar Private Asset Management LLC owners & executives

9 reported
NameTitleOwnershipSince
Anthony John Jurado ControlPrincipalUnder 5%2018
Gray Financial Group ControlOwner25-50%2015
J W Harrison Financial, Inc. ControlOwner25-50%2020
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Frequently asked questions

How much does Lodestar Private Asset Management LLC manage?

Lodestar Private Asset Management LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Lodestar Private Asset Management LLC have?

Lodestar Private Asset Management LLC reports 7 employees.

Where is Lodestar Private Asset Management LLC located?

Lodestar Private Asset Management LLC is based in Alamo, CA and has been SEC-registered since 1990.

Does Lodestar Private Asset Management LLC disclose fund performance?

Lodestar Private Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3201 Danville Blvd, Suite 275, Alamo, CA 94507
Phone925-838-1234
Fax925-838-1964
Office hours8:30 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1963040
Discloses disciplinary historyNo

Assets under management

Discretionary$1.1B
Non-discretionary$15M
Total (RAUM)$1.12B