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LONE STAR FUNDS
Legal name: LONE STAR AMERICAS ACQUISITIONS, INC.
CRD 160000File 801-73558
APPROVED
Custody
Disclosure events
Filing as of Aug 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$35.73B
Top 10% of cohort (national)
Discretionary AUM
$35.73B
Clients
31
31 accounts
Employees
36
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 9, 2012
- Principal office
- 6688 NORTH CENTRAL EXPRESSWAY, SUITE 1600, DALLAS, TX, 75206
- Phone
- 214-754-8300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $35.73B
- Discretionary AUM
- $35.73B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 31
- Non-discretionary accounts
- 0
- Total accounts
- 31
- AUM per client
- $1.15B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 31 | $35.73B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SEE ADV 2A, SECTION 5A: FEES & COMPENSATION
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 25 | 36 | increased by11 |
| Apr 1, 2026 | Clients | 36 | 31 | decreased by5 |
| Apr 1, 2026 | AUM | $37,407,336,598 | $35,725,668,153 | decreased by$1,681,668,445 |
| Apr 1, 2026 | Accounts | 36 | 31 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 32 | 25 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 35 | 36 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $36,117,621,114 | $37,407,336,598 | increased by$1,289,715,484 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 35 | 36 | increased by1 |
| Apr 1, 2022 | Employees | 42 | 32 | decreased by10 |
| Apr 1, 2022 | Clients | 36 | 35 | decreased by1 |
| Apr 1, 2022 | AUM | $37,951,642,246 | $36,117,621,114 | decreased by$1,834,021,132 |
| Apr 1, 2022 | Accounts | 36 | 35 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LONE STAR” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LONE STAR” may also match similarly-named firms). Confirm identity against each filing.
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.