Lonestar Capital Management LLC (Menlo Park)


Lonestar Capital Management LLC is a large advisory firm based in Menlo Park. It manages $245.05 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012.

Lonestar Capital Management provides portfolio management for pooled investment vehicles and nondiscretionary investment consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lonestar Capital Management: assets under management

The assets under management (AUM) of Lonestar Capital Management LLC is $245.05 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $245.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $245.05 million each.
Lonestar Capital Management has custody of $181.76 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lonestar Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Menlo Park

The principal office where Lonestar Capital Management LLC performs its advisory services is located at 2420 Sand Hill Road, Suite 202, Menlo Park, CA 94025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-854-7500 or by fax 650-854-7501. The normal business hours are 6am - 3pm on Monday - Friday.