RIA Intel›Advisers›California›LODESTAR PRIVATE ASSET MANAGEMENT LLC

LODESTAR PRIVATE ASSET MANAGEMENT LLC

Advisory

N·ALAMO, CA

Data as of Mar 2, 2026 · Source: SEC Form ADV

Total AUM
$1.3B
1-Year AUM Growth
+13.9%
3-Year CAGR
+6.3%
Employees
5
Assets Under Management
Total AUM$1.3B
Discretionary AUM$1.3B
Non-Discretionary AUM$15M
Discretionary %98.9%
Total Clients530
Team
Total Employees5
Investment Advisers7
Employee Growth (1Y)—
Filing History
Total Filings on Record54
First FilingFeb 21, 2001
Latest FilingMar 2, 2026
🔒 Full AUM trend chart and 54 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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