Lone Star North America Acquisitions, L.P. is a large advisory firm based in Dallas. It manages $38.6 billion of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Texas.
Lone Star North America 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.
The assets under management (AUM) of Lone Star North America Acquisitions, L.P. is $38.6 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and $23.63 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Lone Star North America Acquisitions, L.P. 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.
The only and largest group of clients of Lone Star North America Acquisitions is pooled investment vehicles with 32 clients and $38.6 billion of assets under management. Among the 8 most similar advisory firms, Lone Star North America Acquisitions has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $38.6 billion for 32 clients. 50% of the firm’s clients are foreign persons or businesses.
Lone Star North America Acquisitions also advises several private funds. Namely, nine hedge funds, six real estate funds, and seventeen private equity funds. The minimum investment commitment required of non-related persons ranges from $54,574 to $25,000,000.
The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Lone Star North America Acquisitions, L.P. 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 Chicago, IL. 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 8 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at lonestarfunds.com.