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LODESTAR PRIVATE ASSET MANAGEMENT LLC
CRD 107638 · SEC 801-37511
3201 DANVILLE BLVD, SUITE 275, ALAMO, CA, 94507, United States
Phone
925-838-1234
Fax
925-838-1964
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.34B
Discretionary AUM
$1.33B
Team
7 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 221 | $142.0M |
| High net worth individuals | 323 | $1.16B |
| Pension/profit sharing plans | 2 | $19.1M |
| Corporations/business entities | 3 | $16.7M |
States served
VT, AZ, CA, CO, NV, NY, OK, OR, VA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD