Investment adviser · CRD 158283
LONE STAR INVESTMENT ADVISORS, LLC
DALLAS, TX, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $120M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
How this adviser has changed
Annual filingsRegulatory assets under management
Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.
| Fiscal year | Regulatory AUM | Employees | Filed |
|---|---|---|---|
| 2021 | $318,799,128 | 5 | Mar 30, 2022 |
| 2022 | $265,967,869 | 5 | Mar 31, 2023 |
| 2023 | $309,024,524 | 5 | Mar 29, 2024 |
| 2024 | $256,471,140 | 5 | Mar 31, 2025 |
| 2025 | $119,907,066 | 4 | Mar 30, 2026 |
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 3 | $119,907,066 | 100.0% |
Filing source
Form ADV 2047611 · Mar 30, 2026 · Item 5.D
Reported by LONE STAR INVESTMENT ADVISORS, LLC (CRD 158283).
Annual Updating Amendment for Registered Adviser · fiscal year 2025.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
BAKER TILLY, LLP
Auditor · funds reporting this exact name in the selected filing
These are reported-name connections within this adviser's filing, not a verified global provider identity or market-wide client count.
Private funds & service providers
3 detailed fund recordsLargest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.
LONE STAR OPPORTUNITIES FUND V LPPrivate Equity Fund$103MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BAKER TILLY, LLP
PCAOB 23
PLAINSCAPITAL SECURITIES, LLC
SEC 8-65716
Fund details & source
- Fund ID
- 805-1989936249
- Reported beneficial owners
- 30
- Minimum commitment
- $1M
- Form D file number
- 021-173460
Form ADV 2047611 · Mar 30, 2026 · Schedule D 7.B.(1)
Reported by LONE STAR INVESTMENT ADVISORS, LLC (CRD 158283).
Annual Updating Amendment for Registered Adviser · fiscal year 2025.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
LONE STAR GROWTH CAPITAL LPPrivate Equity Fund$8.53MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BAKER TILLY, LLP
PCAOB 23
PLAINSCAPITAL SECURITIES, LLC
SEC 8-65716
Fund details & source
- Fund ID
- 805-1636798880
- Reported beneficial owners
- 13
- Minimum commitment
- $1M
Form ADV 2047611 · Mar 30, 2026 · Schedule D 7.B.(1)
Reported by LONE STAR INVESTMENT ADVISORS, LLC (CRD 158283).
Annual Updating Amendment for Registered Adviser · fiscal year 2025.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
LONE STAR NEW MARKETS LPPrivate Equity Fund$8.26MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BAKER TILLY, LLP
PCAOB 23
PLAINSCAPITAL SECURITIES, LLC
SEC 8-65716
Fund details & source
- Fund ID
- 805-2972640020
- Reported beneficial owners
- 14
- Minimum commitment
- $1M
Form ADV 2047611 · Mar 30, 2026 · Schedule D 7.B.(1)
Reported by LONE STAR INVESTMENT ADVISORS, LLC (CRD 158283).
Annual Updating Amendment for Registered Adviser · fiscal year 2025.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Services & filing details
Showing values from the selected filing. Latest observed filing does not establish current registration status.
What changed?
Since Mar 31, 2025 · previous imported filing
- Regulatory AUM$256,471,140 → $119,907,066
- Client accounts4 → 3
- Employees5 → 4
Filing source
Form ADV 2047611 · Mar 30, 2026 · Items 1 & 5
Reported by LONE STAR INVESTMENT ADVISORS, LLC (CRD 158283).
Annual Updating Amendment for Registered Adviser · fiscal year 2025.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Management of assets
- Discretionary
- $120M
- Non-discretionary
- $0
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
4455 LBJ FREEWAY, SUITE 300DALLAS, TX, 75244, United States
CRD 158283
Filing source
Form ADV 2047611 · Mar 30, 2026 · Items 1 & 5
Reported by LONE STAR INVESTMENT ADVISORS, LLC (CRD 158283).
Annual Updating Amendment for Registered Adviser · fiscal year 2025.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.