Lone Star Investment Advisors, LLC (Dallas)

Name: Lone Star Investment Advisors, LLC
Address: 4455 Lbj Freeway, Dallas, TX, 75244
Telephone: 972-702-7390

Lone Star Investment Advisors, LLC is a large advisory firm based in Dallas. It manages $432.01 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Texas.

Lone Star Investment Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lone Star Investment Advisors: assets under management

The assets under management (AUM) of Lone Star Investment Advisors, LLC is $432.01 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $432.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $108 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lone Star Investment Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Lone Star Investment Advisors serves?

The only and largest group of clients of Lone Star Investment Advisors is pooled investment vehicles with 4 clients and $432.01 million of assets under management. Among the 7 most similar advisory firms, Lone Star Investment Advisors has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $432.01 million for 4 clients. None of the firm’s clients are foreign persons or businesses.

Lone Star Investment Advisors also advises several private funds. Namely, four private equity funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Lone Star Investment Advisors, LLC

The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Arthur Woods Hollingsworth	Managing partner	1 May 2005	75% - 100%	1742649
Ellen Vivian Billings	Chief compliance officer, chief financial officer	1 Feb 2010	Other	2752447
Scott Kevin Billings	Chief compliance officer, chief financial officer	1 Mar 2013	Other	2546962
John Andrew Mcguire	Chief compliance officer	1 Aug 2016	Other	6764800
Eric Juers	Chief compliance officer	1 Sep 2017	Other	6864575

Based in Dallas

The principal office where Lone Star Investment Advisors, LLC performs its advisory services is located at 4455 Lbj Freeway, Dallas, TX 75244, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-702-7390 or by fax 972-702-7391. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at lonestarinvestmentadvisors.com.