LONE STAR FUNDS

RIASEC RegisteredEst. 2012
Total AUM
$35.7B
Discretionary
$35.7B
100% of AUM
Avg account
$1.2B
Accounts
31
Employees
36
Advisory reps
4

Firm details

Headquarters
DALLAS, Texas
CRD number
160000
Registered since
March 9, 2012
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lone Star Funds is a multi-strategy investment firm that operates pooled vehicles across private equity, hedge fund, real estate and credit strategies. The firm serves an institutional client base and functions as a sponsor and general partner for its funds while also performing portfolio management for pooled investment vehicles. Lone Star Funds is registered with the SEC (since 2012) and is active as a CPO/CTA, indicating an operational focus on managing derivative and commodity exposures where relevant to its strategies. The firm is not identified as an active ESG investor. Investment activity centers on running closed-end and open-ended pooled funds rather than acting purely as a capital allocator. Lone Star Funds combines fund-level management with the use of third-party alternative managers in select areas, positioning itself to originate, structure and manage exposures across credit, equity and real assets via organized fund vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • VINAY KHANDELWAL

    Chief Operating OfficerCRD 4882334

  • Michael King

    Managing Director and Chief Compliance OfficerCRD 6797303

Contacts

2 of 2
  • Faith McManus

    DirectorCRD 7358566

  • REBECCA WILLIAMS

    Senior Managing Director and General CounselCRD 5874953

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
6688 N Central Expy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth