Lodestar Private Asset Management LLC

RIASEC Registered

Total AUM

$1.3B

Discretionary

$1.3B

99% of AUM

Avg account

$698K

Accounts

1,921

Employees

Advisory reps

Firm details

Headquarters: Alamo, California
CRD number: 107638
Registered since: October 11, 1990
Website: www.lodestarpam.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.74%
Individuals10.59%
Pension & Profit Sharing Plans1.43%
Corporations / Businesses1.25%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Lodestar Private Asset Management LLC is an independent registered investment adviser that has been SEC-registered since 1990. The firm serves both individuals and families as well as institutional clients, positioning itself as a capital allocator that combines financial planning with discretionary portfolio management. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and related consulting work. Lodestar charges through a mix of percentage-of-assets, hourly, and fixed-fee arrangements. The firm does not identify as an active ESG investor.