LODESTAR PRIVATE ASSET MANAGEMENT LLC

CRD 107638File 801-37511

APPROVED

Retail clients

Custody

Filing as of Mar 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.34B

Above cohort median (national)

Discretionary AUM

$1.33B

Non-discretionary $14.7M

Clients

549

1,921 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Oct 11, 1990
Principal office: 3201 DANVILLE BLVD, SUITE 275, ALAMO, CA, 94507
Phone: 925-838-1234
Website: HTTPS://WWW.LODESTARPAM.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.34B
Discretionary AUM: $1.33B
Non-discretionary AUM: $14.7M
Discretionary accounts: 1,919
Non-discretionary accounts: 2
Total accounts: 1,921
AUM per client: $2.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	3	$16.7M
High net worth individuals	323	$1.16B
Pension and profit sharing plans	2	$19.1M
Individuals (other than high net worth individuals)	221	$142.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.