LODESTAR ASSET MANAGEMENT LLC

LODESTAR ASSET MANAGEMENT LLC is an SEC-registered investment adviser (CRD 157419). Regulatory assets under management: $3.7M.

Registration

• CRD: 157419
• Type: Registered investment adviser
• Phone: 4056409509
• Latest filing: 2026-04-06
• Regulatory AUM: $3.7M
• Non-discretionary AUM: $3.7M
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157419 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search