LODESTAR PRIVATE ASSET MANAGEMENT LLC
CRD #107638 SEC #801-37511 ALAMO, CA 925-838-1234
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
7
Clients
251
Accounts
1,809
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.1B | $1.1B | $15M | 7 | 0 |
| Mar 2025 | $1.1B | $1.1B | $15M | 7 | 0 |
| Mar 2024 | $979.7M | $967.9M | $11.8M | 8 | 499 |
| Feb 2023 | $831.1M | $821.7M | $9.4M | 9 | 469 |
| Sep 2022 | $921.8M | $911.6M | $10.2M | 8 | 0 |
| Feb 2022 | $921.8M | $911.6M | $10.2M | 8 | 0 |
| Oct 2021 | $727M | $719M | $8M | 8 | 0 |
| Sep 2021 | $727M | $719M | $8M | 8 | 0 |
| Aug 2021 | $727M | $719M | $8M | 9 | 0 |
| Jul 2021 | $727M | $719M | $8M | 9 | 0 |
| Mar 2021 | $727M | $719M | $8M | 9 | 0 |
| Aug 2020 | $594.8M | $588.6M | $6.2M | 9 | 0 |
| Jul 2020 | $594.8M | $588.6M | $6.2M | 9 | 0 |
| Jun 2020 | $594.8M | $588.6M | $6.2M | 9 | 0 |
| Jun 2020 | $480.8M | $473.2M | $7.6M | 6 | 0 |
| Mar 2020 | $480.8M | $473.2M | $7.6M | 6 | 0 |
| Jan 2020 | $455.7M | $449.9M | $5.8M | 8 | 0 |
| Aug 2019 | $455.7M | $449.9M | $5.8M | 8 | 0 |
| Jun 2019 | $455.7M | $449.9M | $5.8M | 8 | 0 |
| Mar 2019 | $455.7M | $449.9M | $5.8M | 8 | 0 |
| Feb 2019 | $455.7M | $449.9M | $5.8M | 8 | 0 |
| Mar 2018 | $479.3M | $461.3M | $18.1M | 8 | 0 |
| Aug 2017 | $404.7M | $393.7M | $10.9M | 5 | 200 |
| Mar 2017 | $404.7M | $393.7M | $10.9M | 5 | 200 |
| Jan 2017 | $360.6M | $328.8M | $31.8M | 5 | 200 |
| Feb 2016 | $360.6M | $328.8M | $31.8M | 5 | 200 |
| Feb 2016 | $360.6M | $328.8M | $31.8M | 5 | 200 |
| Jun 2015 | $369.5M | $337.4M | $32.1M | 5 | 200 |
| May 2015 | $369.5M | $337.4M | $32.1M | 5 | 200 |
| Feb 2015 | $369.5M | $337.4M | $32.1M | 5 | 200 |
| Aug 2014 | $359.8M | $330.3M | $29.5M | 5 | 200 |
| Feb 2014 | $359.8M | $330.3M | $29.5M | 5 | 200 |
| Feb 2013 | $330.9M | $307.8M | $23.1M | 5 | 200 |
| Aug 2012 | $296.4M | $274.4M | $22M | 1 | 200 |
| Mar 2012 | $296.4M | $274.4M | $22M | 1 | 200 |
| Jun 2011 | $346.9M | $275.7M | $71.2M | 5 | -- |
| Jan 2010 | $296.7M | $228.9M | $67.7M | 5 | -- |
| Oct 2009 | $205.8M | $154.6M | $51.2M | 5 | -- |
| Jan 2008 | $293.2M | $227.8M | $65.4M | 5 | -- |
| Feb 2007 | $263.9M | $204.1M | $59.8M | 5 | -- |
| Feb 2007 | $263.9M | $204.1M | $59.8M | 5 | -- |
| Nov 2006 | $231.1M | $172.9M | $58.2M | 10 | -- |
| Mar 2006 | $231.1M | $172.9M | $58.2M | 10 | -- |
| Mar 2006 | $245.6M | $190.6M | $55M | 10 | -- |
| Feb 2006 | $245.6M | $190.6M | $55M | 10 | -- |
| May 2004 | $168M | $118.2M | $49.8M | 10 | -- |
| Aug 2001 | $137.3M | $92.3M | $45M | 10 | -- |
DateAug 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$15M
Employees7
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$15M
Employees7
Clients0
DateMar 2024
Total AUM$979.7M
Discretionary$967.9M
Non-Disc.$11.8M
Employees8
Clients499
DateFeb 2023
Total AUM$831.1M
Discretionary$821.7M
Non-Disc.$9.4M
Employees9
Clients469
DateSep 2022
Total AUM$921.8M
Discretionary$911.6M
Non-Disc.$10.2M
Employees8
Clients0
DateFeb 2022
Total AUM$921.8M
Discretionary$911.6M
Non-Disc.$10.2M
Employees8
Clients0
DateOct 2021
Total AUM$727M
Discretionary$719M
Non-Disc.$8M
Employees8
Clients0
DateSep 2021
Total AUM$727M
Discretionary$719M
Non-Disc.$8M
Employees8
Clients0
DateAug 2021
Total AUM$727M
Discretionary$719M
Non-Disc.$8M
Employees9
Clients0
DateJul 2021
Total AUM$727M
Discretionary$719M
Non-Disc.$8M
Employees9
Clients0
DateMar 2021
Total AUM$727M
Discretionary$719M
Non-Disc.$8M
Employees9
Clients0
DateAug 2020
Total AUM$594.8M
Discretionary$588.6M
Non-Disc.$6.2M
Employees9
Clients0
DateJul 2020
Total AUM$594.8M
Discretionary$588.6M
Non-Disc.$6.2M
Employees9
Clients0
DateJun 2020
Total AUM$594.8M
Discretionary$588.6M
Non-Disc.$6.2M
Employees9
Clients0
DateJun 2020
Total AUM$480.8M
Discretionary$473.2M
Non-Disc.$7.6M
Employees6
Clients0
DateMar 2020
Total AUM$480.8M
Discretionary$473.2M
Non-Disc.$7.6M
Employees6
Clients0
DateJan 2020
Total AUM$455.7M
Discretionary$449.9M
Non-Disc.$5.8M
Employees8
Clients0
DateAug 2019
Total AUM$455.7M
Discretionary$449.9M
Non-Disc.$5.8M
Employees8
Clients0
DateJun 2019
Total AUM$455.7M
Discretionary$449.9M
Non-Disc.$5.8M
Employees8
Clients0
DateMar 2019
Total AUM$455.7M
Discretionary$449.9M
Non-Disc.$5.8M
Employees8
Clients0
DateFeb 2019
Total AUM$455.7M
Discretionary$449.9M
Non-Disc.$5.8M
Employees8
Clients0
DateMar 2018
Total AUM$479.3M
Discretionary$461.3M
Non-Disc.$18.1M
Employees8
Clients0
DateAug 2017
Total AUM$404.7M
Discretionary$393.7M
Non-Disc.$10.9M
Employees5
Clients200
DateMar 2017
Total AUM$404.7M
Discretionary$393.7M
Non-Disc.$10.9M
Employees5
Clients200
DateJan 2017
Total AUM$360.6M
Discretionary$328.8M
Non-Disc.$31.8M
Employees5
Clients200
DateFeb 2016
Total AUM$360.6M
Discretionary$328.8M
Non-Disc.$31.8M
Employees5
Clients200
DateFeb 2016
Total AUM$360.6M
Discretionary$328.8M
Non-Disc.$31.8M
Employees5
Clients200
DateJun 2015
Total AUM$369.5M
Discretionary$337.4M
Non-Disc.$32.1M
Employees5
Clients200
DateMay 2015
Total AUM$369.5M
Discretionary$337.4M
Non-Disc.$32.1M
Employees5
Clients200
DateFeb 2015
Total AUM$369.5M
Discretionary$337.4M
Non-Disc.$32.1M
Employees5
Clients200
DateAug 2014
Total AUM$359.8M
Discretionary$330.3M
Non-Disc.$29.5M
Employees5
Clients200
DateFeb 2014
Total AUM$359.8M
Discretionary$330.3M
Non-Disc.$29.5M
Employees5
Clients200
DateFeb 2013
Total AUM$330.9M
Discretionary$307.8M
Non-Disc.$23.1M
Employees5
Clients200
DateAug 2012
Total AUM$296.4M
Discretionary$274.4M
Non-Disc.$22M
Employees1
Clients200
DateMar 2012
Total AUM$296.4M
Discretionary$274.4M
Non-Disc.$22M
Employees1
Clients200
DateJun 2011
Total AUM$346.9M
Discretionary$275.7M
Non-Disc.$71.2M
Employees5
Clients--
DateJan 2010
Total AUM$296.7M
Discretionary$228.9M
Non-Disc.$67.7M
Employees5
Clients--
DateOct 2009
Total AUM$205.8M
Discretionary$154.6M
Non-Disc.$51.2M
Employees5
Clients--
DateJan 2008
Total AUM$293.2M
Discretionary$227.8M
Non-Disc.$65.4M
Employees5
Clients--
DateFeb 2007
Total AUM$263.9M
Discretionary$204.1M
Non-Disc.$59.8M
Employees5
Clients--
DateFeb 2007
Total AUM$263.9M
Discretionary$204.1M
Non-Disc.$59.8M
Employees5
Clients--
DateNov 2006
Total AUM$231.1M
Discretionary$172.9M
Non-Disc.$58.2M
Employees10
Clients--
DateMar 2006
Total AUM$231.1M
Discretionary$172.9M
Non-Disc.$58.2M
Employees10
Clients--
DateMar 2006
Total AUM$245.6M
Discretionary$190.6M
Non-Disc.$55M
Employees10
Clients--
DateFeb 2006
Total AUM$245.6M
Discretionary$190.6M
Non-Disc.$55M
Employees10
Clients--
DateMay 2004
Total AUM$168M
Discretionary$118.2M
Non-Disc.$49.8M
Employees10
Clients--
DateAug 2001
Total AUM$137.3M
Discretionary$92.3M
Non-Disc.$45M
Employees10
Clients--