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LONETREE CAPITAL, LLC

NEW YORK, NY · CRD 321784 · IAPD ↗ · lonetreecap.com · 212-844-9150

$229.3MRegulatory AUM
7Advisory reps
12Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2025 — LONETREE CAPITAL, LLC shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2025 — LONETREE CAPITAL, LLC reported RAUM up 69% ($130.0M -> $220.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
46
March 2024 — LONETREE CAPITAL, LLC reported RAUM up 30% ($100.0M -> $130.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
March 2024 — LONETREE CAPITAL, LLC grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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