Lodestar Private Asset Management LLC
● SEC registered since 1990CRD 107638SEC# 801-37511Alamo, CA
Reg. AUM
$1.34B
Employees
7
Accounts
1,921
Location
Alamo, CA
Lodestar Private Asset Management LLC assets under management
Lodestar Private Asset Management LLC operates as an SEC-registered investment adviser based in Alamo, CA. The firm has been registered since 1990. It reports $1.3 billion in regulatory assets under management and employs 7 people.
Lodestar Private Asset Management LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony John Jurado Control | Principal | Under 5% | 2018 |
| Gray Financial Group Control | Owner | 25-50% | 2015 |
| J W Harrison Financial, Inc. Control | Owner | 25-50% | 2020 |
| Joseph Webster Harrison Control | Principal | Under 5% | 2020 |
| Jurado Financial Control | Owner | 25-50% | 2018 |
| Kevin Leverne Gray Control | Principal, Chief Compliance Officer | Under 5% | 2019 |
| Anthony John Jurado Control | Owner | Over 75% | 2017 |
| Joseph Webster Harrison Control | Owner | Over 75% | 2020 |
| Kevin Leverne Gray Control | Owner | Over 75% | 2015 |
Frequently asked questions
How much does Lodestar Private Asset Management LLC manage?
Lodestar Private Asset Management LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Lodestar Private Asset Management LLC have?
Lodestar Private Asset Management LLC reports 7 employees.
Where is Lodestar Private Asset Management LLC located?
Lodestar Private Asset Management LLC is based in Alamo, CA and has been SEC-registered since 1990.
Does Lodestar Private Asset Management LLC disclose fund performance?
Lodestar Private Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3201 Danville Blvd, Suite 275, Alamo, CA 94507 |
| Phone | 925-838-1234 |
| Fax | 925-838-1964 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1963040 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.34B▲ 20%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,306 advisers
EmployeesTop 51%
More than 49% of 16,824 advisers
Assets under management
$1.34Bregulatory AUM
Discretionary $1.33BNon-discretionary $14.7M