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Building 2LONE STAR FUNDS

Map pinDALLAS, TX
Phone214-754-8300
NotebookSEC #801-73558
Total AUM
$35.7B
Employees
36
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6688 NORTH CENTRAL EXPRESSWAY
SUITE 1600
DALLAS
TX 75206
United States
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Phone
214-754-8300
Other Offices
1

ReceiptFinancials

Total AUM
$35.7B
Accounts
31
Discretionary
$35.7B
Accounts
31
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
31
AUM
$35.7B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other Fee
Other Compensation
SEE ADV 2A, SECTION 5A: FEES & COMPENSATION

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
NYTX

HandshakeAffiliates

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Affiliates
Reported 68 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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