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 corporate investment manager that runs pooled private vehicles for institutional investors. The firm’s activity spans private equity, real estate and hedge strategies and it also participates in credit-oriented products; it operates as a sponsor/GP and performs portfolio management for pooled investment vehicles. Lone Star is registered with the SEC and its stated business activities include functioning as a commodity pool operator or commodity trading adviser (CPO/CTA). The firm does not present itself as an active ESG investor and appears focused on traditional alternative-credit and real assets strategies rather than thematic ESG allocation.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Michael King

    Michael King

    Managing Director and Chief Compliance OfficerCRD 6797303

  • Vinay Khandelwal

    Chief Operating OfficerCRD 4882334

Contacts

2 of 2
  • Rebecca Williams

    Rebecca Williams

    Senior Managing Director and General CounselCRD 5874953

  • Faith McManus

    DirectorCRD 7358566

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth