Lone Star Funds
Dallas, TX·SEC-registered · CRD #160000
Lone Star Funds is an SEC-registered investment advisory firm in Dallas, TX managing $36B across 31 client accounts, with 17 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$36B
Client accounts
31
Advisory staff
17
Fee model
Fee-only
How Lone Star Funds is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Lone Star Funds
How much does Lone Star Funds manage?
Per its most recent SEC Form ADV filing (03/31/2026), Lone Star Funds reports $36B in regulatory assets under management across roughly 31 client accounts.
How does Lone Star Funds charge?
Lone Star Funds is a fee-only firm. Its disclosed compensation arrangements are: not specified. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Lone Star Funds a fiduciary?
Yes. Lone Star Funds is registered with the U.S. Securities and Exchange Commission (CRD #160000), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Lone Star Funds taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Lone Star Funds and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Lone Star Funds's public SEC Form ADV filing (CRD #160000, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Lone Star Funds. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Lone Star Funds? Claim this profile.