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 $36,159,474,957 assets under management, offering retirement planning & investment advisory services to 37 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160000
SEC#	801-73558
Assets Managed by Firm	$36,159,474,957
No. of Clients	37
No. of Advisors	25

Fee Structure

Other (SEE ADV 2A, SECTION 5A: FEES & COMPENSATION)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	37	$36,159,474,957

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