LONE STAR INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 158283
- Registered since
- March 30, 2012
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Lone Star Investment Advisors, LLC is a privately held manager focused on pooled private investment vehicles, operating as a sponsor and general partner for those vehicles. The firm is structured as a limited liability company, was SEC-registered in 2012, and serves an institutional client base. Its business model centers on running private equity-style funds and providing portfolio management for pooled vehicles rather than acting as a multi-manager allocator. Compensation is a mix of percentage-of-AUM fees and performance-based fees, consistent with a manager that retains incentive economics on fund performance. Lone Star appears to combine active fund sponsorship with selective use of outside managers: it acts as GP and managing member for its own pooled vehicles while also allocating capital into private equity and venture capital strategies run by third-party managers. The firm is not positioned as an ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1ERIC JUERS
Chief Financial OfficerCRD 6864575
Contacts
1 of 1ARTHUR HOLLINGSWORTH
Managing PartnerCRD 1742649
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 4455 Lyndon B Johnson Fwy
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
PATHWAY WEALTH MANAGEMENT, LLC
RIADALLAS, TX
THE GARDNER GROUP
RIADALLAS, TX
ACRUENCE CAPITAL, LLC
RIADALLAS, TX
NEXPOINT ADVISORS, L.P.
RIADALLAS, TX
PMV CAPITAL ADVISERS, LLC
RIADALLAS, TX
DOUBLE EAGLE WEALTH MANAGEMENT LLC
RIADALLAS, TX