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LODESTAR PRIVATE ASSET MANAGEMENT LLC

ALAMO, CA · CRD 107638 · IAPD ↗ · lodestarpam.com · 925-838-1234

$1.34BRegulatory AUM
5Advisory reps
7Employees
0Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
December 2025 — LODESTAR PRIVATE ASSET MANAGEMENT LLC notice-filed in OK, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — LODESTAR PRIVATE ASSET MANAGEMENT LLC crossed $1B in regulatory AUM ($979.7M -> $1.12B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.