# Lodestar Private Asset Management LLC

> Lodestar Private Asset Management LLC is an SEC-registered investment advisory firm in Alamo, CA, registered since 1990, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 107638
- Filed as: LODESTAR PRIVATE ASSET MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Alamo, CA
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107638
- AdvisorCensus page: https://advisorcensus.com/firm/lodestar-private-asset-management-llc-alamo-ca-107638

## Quick answers

**How is Lodestar Private Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lodestar Private Asset Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Lodestar Private Asset Management LLC charge?**
Its Form ADV Part 2A brochure dated March 2, 2026 states: Hourly rate: $500 to $750 an hour (Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Lodestar Private Asset Management LLC located?**
Lodestar Private Asset Management LLC's principal office is in Alamo, CA, according to its Form ADV.

**Is Lodestar Private Asset Management LLC registered with the SEC or a state?**
Lodestar Private Asset Management LLC is an SEC-registered investment advisory firm, registered since 1990. Status as filed: Approved. CRD 107638.

**How much does Lodestar Private Asset Management LLC manage?**
Lodestar Private Asset Management LLC reports $1,341,318,935 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (99% discretionary).

**How have Lodestar Private Asset Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Lodestar Private Asset Management LLC: Regulatory assets under management: $726,987,044 in the October 2021 data and $1,341,318,935 in the October 2026 data, up 85%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lodestar Private Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (323); individuals (other than high net worth individuals) (221); corporations or other businesses not listed above (3).

**Which custodians does Lodestar Private Asset Management LLC use?**
Lodestar Private Asset Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Lodestar Private Asset Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107638

**What changed in Lodestar Private Asset Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,115,962,886 to $1,341,318,935 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 2, 2026)

- Hourly rate: $500 to $750 an hour (Planning Services)

> Fees for Planning Services range from $500 to $750 per hour (calculated on 15 minute billing intervals), based on the Investment Advisor Representative’s experience and the complexity of the client’s financial issues.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,341,318,935
- Discretionary: $1,326,636,350
- Non-discretionary: $14,682,585

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 221 | $142,048,242 |
| High net worth individuals | 323 | $1,163,435,020 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $19,119,118 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $16,716,555 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1990 (35 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, NV, NY, OK, OR, TX, VA, VT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [lodestarpam.com](https://lodestarpam.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $726,987,044 | 8 | October 1, 2021 |
| October 2022 | $921,833,430 | 8 | September 13, 2022 |
| October 2023 | $831,090,161 | 9 | February 13, 2023 |
| October 2024 | $979,734,948 | 8 | March 6, 2024 |
| October 2025 | $1,115,962,886 | 7 | March 24, 2025 |
| October 2026 | $1,341,318,935 | 7 | March 2, 2026 |

Regulatory assets under management: $726,987,044 in the October 2021 data and $1,341,318,935 in the October 2026 data, up 85%.
Total employees: 8 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,115,962,886 to $1,341,318,935 (+20%).

### December 2025
- Registered or notice-filed in OK, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lodestar Private Asset Management LLC (CRD 107638): Form ADV filing data as of October 2026.