Lone Star Value Management, LLC (Old Greenwich)

Name: Lone Star Value Management, LLC
Address: 53 Forest Avenue, Old Greenwich, CT, 06870
Telephone: 203-489-9500

Lone Star Value Management, LLC is a large advisory firm based in Old Greenwich. It manages $110.81 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Connecticut.

Lone Star Value Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. 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 Value Management: assets under management

The assets under management (AUM) of Lone Star Value Management, LLC is $110.81 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $110.81 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $27.7 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lone Star Value Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lone Star Value Management, LLC

The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people 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
Jeffrey Edward Eberwein	Managing member	1 Oct 2013	75% - 100%	2508751
Kyle Montgomery Hartley	Chief financial officer/ chief operating officer	1 Oct 2013	Other	2860801
Hannah Marie Bible	Chief compliance officer	1 Jun 2014	Other	4044353

Based in Old Greenwich

The principal office where Lone Star Value Management, LLC performs its advisory services is located at 53 Forest Avenue, Old Greenwich, CT 06870, 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 203-489-9500 or by fax 203-990-0727. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at lonestarvm.com.