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Lodestar Private Asset Management LLC

EST. AUM
$1,341,318,935

CONTACTS
8

CLIENT ACCOUNTS
1,921

Firm Details

Metro area San Francisco
CRD Number 107638
Website lodestarpam.com
Client types

Overview

Lodestar Private Asset Management is a $700-million RIA based right outside of San Francisco. In the last year, there has been a little bit of turnover on their research side. Jason McCoy, who was previously at First Republic, took over No models, Lodestar creates an approved list of 5-10 managers per asset class on the long-only side. On the liquid alternatives side the list are more concentrated 1-2 managers per asset class broken out by L/S equity, Market Neutral, Merger/Event, Real Assets, Natural Resources.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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