Lodestar Private Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Alamo, CA. Its latest Form ADV filing, dated March 2, 2026, reports $1.3B in regulatory assets under management, 7 employees, and 1,921 accounts.
Assets Under Management
$1.3B
Employees
7
Offices
--
Total Clients
549
Primary office
ALAMO, CA
3201 DANVILLE BLVD, SUITE 275, ALAMO, CA, United States
Top client segmentHNWI represent 58.8% of total clients.
Top client categories% of clientsClients
1
HNWI
58.8%
323
2
Individuals
40.3%
221
3
Corporations
0.5%
3
4
Pension Plans
0.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 2, 2026
Discretionary98.9%
$1.3B
99% of total RAUM98.9%
Non-discretionary1.1%
$15M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.3B
Total Accounts1,921
10Y AUM Change+$937M (+231.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee78:1
10Y Employee Change+2 (+40.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.