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LONE STAR FUNDS
6688 North Central Expressway
Suite 1600
Dallas, Texas 75206
Tel: 214-754-8300
About LONE STAR FUNDS
LONE STAR FUNDS, formally registered with the SEC as LONE STAR FUNDS. The firm was established in 03/09/2012. They have over 2 offices throughout the country.
LONE STAR FUNDS is a Dallas, Texas based Financial Planning firm with nearly $40,708,060,655 assets under management, offering retirement planning & investment advisory services to 37 clients. The firm is staffed with 26 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 160000 |
| SEC# | 801-73558 |
| Assets Managed by Firm | $40,708,060,655 |
| No. of Clients | 37 |
| No. of Advisors | 26 |
Fee Structure
- A Percentage of AUM
- Other(CARRIED INTEREST)
Advisory Services Provided
- Portfolio Management for pooled Investment
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 37 | $40,708,060,655 |
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