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Lone Star U.S. Acquisitions, LLC (Dallas)


Lone Star U.S. Acquisitions, LLC is a large advisory firm based in Dallas. It manages $26.12 billion of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of District of Columbia.

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Lone Star U.S. Acquisitions provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lone Star U.S. Acquisitions: assets under management

The assets under management (AUM) of Lone Star U.S. Acquisitions, LLC is $26.12 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26.12 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.45 billion each.
Lone Star U.S. Acquisitions has custody of $26.12 billion in cash and securities for 18 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lone Star U.S. Acquisitions, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Lone Star U.S. Acquisitions, LLC performs its advisory services is located at 2711 N. Haskell Avenue, Dallas, TX 75204, which is also the mailing address of the firm. An additional office of the firm is in Washington, DC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-754-8300 or by fax 214-754-8302. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.lonestarfunds.com.


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