Data / Investment advisers / Texas / Lone Star Funds
Lone Star Funds, Dallas, TX: $35.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Lone Star Funds is an SEC registered investment adviser with its main office in Dallas, Texas and reports $35.7 billion in regulatory assets under management in its Form ADV filed August 31, 2026. Its clients include pooled investment vehicles. It is paid through other fees. It advises 33 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 160000
- SEC file number
- 801-73558
- SEC status
- Approved, effective March 9, 2012
- Legal name
- Lone Star Americas Acquisitions, Inc.
- Main office
- 6688 North Central Expressway Suite 1600, Dallas, TX 75206
- Phone
- (214) 754-8300
- Regulatory AUM
- $35,725,668,153 in the Form ADV filed August 31, 2026
- Discretionary AUM
- $35,725,668,153
- Accounts
- 31
- Employees
- 36, of which 17 give investment advice
- Form of organization
- Corporation
- Paid through
- other fees
- Private funds
- 33: 17 private equity funds, 15 hedge funds, 1 real estate fund
- Gross assets of private funds
- $39,908,479,469
- Other offices
- 1
- Umbrella registration
- 4 relying advisers
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- August 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 31 | $35.73 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $35.73 billion | March 31, 2026 |
| December 1, 2025 | $37.41 billion | September 19, 2025 |
Other advisers in Dallas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Alm First Financial Advisors LLC | Dallas | $76.17 billion | 3 | adviserinfo.sec.gov |
| Barrow Hanley Global Investors | Dallas | $59.04 billion | 5 | adviserinfo.sec.gov |
| Hilltop Securities Asset Management, LLC | Dallas | $37.70 billion | Not listed | adviserinfo.sec.gov |
| Hudson Advisors | Dallas | $36.39 billion | 55 | adviserinfo.sec.gov |
| Guidestone Capital Management | Dallas | $36.24 billion | Not listed | adviserinfo.sec.gov |
| HBK Capital Management | Dallas | $35.61 billion | 4 | adviserinfo.sec.gov |
| Trinitas Capital Management | Dallas | $19.56 billion | 45 | adviserinfo.sec.gov |
| RCP Advisors 2, LLC | Dallas | $18.21 billion | 75 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dallas, TX
- Investment advisers in Texas
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Lone Star Funds on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.