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Lone Star Americas Acquisitions, LLC (Dallas)


Lone Star Americas Acquisitions, LLC is a large advisory firm based in Dallas. It manages $39.55 billion of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of District of Columbia and Texas.

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Lone Star Americas Acquisitions provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lone Star Americas Acquisitions: assets under management

The assets under management (AUM) of Lone Star Americas Acquisitions, LLC is $39.55 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $39.55 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.46 billion each.
Lone Star Americas Acquisitions has custody of $39.55 billion in cash and securities for 27 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lone Star Americas Acquisitions, 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.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Codan Trust Company Limited Trustee 1 Apr 2001 Other foreign
The Minot Purpose Trust Shareholder 1 Mar 2006 75% - 100% foreign
Ltd. Lsga Holdings Shareholder 1 Aug 2016 75% - 100% foreign
John Patrick Grayken Shareholder 1 Aug 2016 75% - 100% 5757575

Based in Dallas

The principal office where Lone Star Americas Acquisitions, LLC performs its advisory services is located at 2711 N. Haskell Avenue, Dallas, TX 75204, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-754-8300 or by fax 214-754-8302. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at lonestarfunds.com.


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