Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

Firms / Lone Star Funds

Lone Star Funds

CandidateUpper middle marketDallas, TXlonestarfunds.comSEC registered investment adviser

Lone Star is a leading investment firm advising funds that invest globally in private equity, credit and real estate.

Classification
Class
Candidatecandidate, confidence 40%
Basis
R7: admitted on 19 Private Equity Fund(s) among 40 vehicles; no rule fired
Size band
Upper middle marketdefined by: proxy: $10.88bn Private Equity Fund GAV on the Form ADV filed 2024-05-02
Classification history (1)
  1. Sep 13, 2026
    Candidate (candidate, 40%, cls-pe-1)
    R7: admitted on 19 Private Equity Fund(s) among 40 vehicles; no rule fired
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 13, 2012 to May 2, 2024
RAUM
$36Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
16
PE fund GAV, latest filing
$11Breported gross assets (Form ADV), not fund size
All private fund GAV
$36Bevery private fund type, latest filing
2024 PE fund GAV
$11Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
48%
Fund type mix
filed 2024-05-02, latest gav Hedge Fund $23B, Real Estate Fund $2.1B, Private Equity Fund $11B, latest counts Hedge Fund 14, Real Estate Fund 7, Private Equity Fund 16, lifetime distinct Hedge Fund 14, Real Estate Fund 7, Private Equity Fund 19
Employees
25
Headquarters
Dallas, TX
Office address
6688 NORTH CENTRAL EXPRESSWAY, SUITE 1600, Dallas, TX, 75206
Business phone
214-754-8300
Stated criteria beside observed behaviour
4 observed deals
Stated by the firm
Sectors
environmental services, business services, industrials, distribution, financial services, chemicals materials, manufacturing, life sciences, food beverage, safety security, media telecom, packaging, energy, consumer, real estate, building products
Geography
Global, United States
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
We focus on controllable value creation levers in investment opportunities, providing us with the flexibility to invest through any market cycle
Observed from deals on record
roles
unknown 1, platform 3
period
to 2026-08-03, from 2026-05-12, undated holdings 1, dated observations 6
window
last 2026-08-03, first 2026-05-12
control
control 3, unknown 1
companies
4
geography
investments
4
seller kinds
corporate parent 1
transactions
3
cadence by year
2026 platforms 2, other deals 1
platform add on
add ons 0, platforms 3, add ons per platform 0
sector known for
2
disclosed value usd
n 0
sector distribution
count 2, share 0.5, value industrial manufacturing, examples Xella Group, DOMO Engineered Materials
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.25, value nonmetallic mineral products, examples Xella Group, count 1, share 0.25, value chemical manufacturing, examples DOMO Engineered Materials

4 companies on the graph (3 transactions); most in industrial manufacturing (2); 3 platforms and 0 add-ons; observed 2026 to 2026

Funds
26 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
Lone Star Fund Xii, LP
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$5.3B
as of May 2, 2024
no Form DEarly deployment
Jdfw Investors, L.P.
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$186M
as of May 2, 2024
no Form DUnknown
Lone Star Fund Ix Parallel (bermuda), L.P.
ADV: Private Equity Fund
Feeder or parallel2015
first reported on Form ADV
$830M
as of May 2, 2024
no Form DMature
Lone Star Residential Mortgage Fund I Holdings (bermuda), L.P.
ADV: Hedge Fund
buyout or unlabelled2015
first reported on Form ADV
$140M
as of May 2, 2024
no Form DHarvest
Lone Star Residential Mortgage Fund I (U.S.), L.P.
ADV: Hedge Fund
buyout or unlabelled2015
first reported on Form ADV
$79.0M
as of May 2, 2024
no Form DHarvest
Lone Star Fund Ix (U.S.), L.P.
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$1.8B
as of May 2, 2024
no Form DMature
Lone Star Fund Ix (bermuda), L.P.
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$1.7B
as of May 2, 2024
no Form DMature
Lone Star Fund Viii (US), L.P.
ADV: Private Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$451M
as of May 2, 2024
no Form DHarvest
Lone Star Fund Viii (bermuda), L.P.
ADV: Private Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$414M
as of May 2, 2024
no Form DHarvest
Lone Star US Investments, L.P.
ADV: Private Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$4.6M
as of May 2, 2024
no Form DMature
LSF Seg Investments, L.P.
ADV: Private Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$49
as of Jan 11, 2022
no Form DWound down
Lone Star Fund V (U.S.), L.P.
ADV: Private Equity Fund
buyout or unlabelledunknown$58.9M
as of May 2, 2024
no Form DHarvest
Lone Star Fund VI (U.S.), L.P.
ADV: Private Equity Fund
buyout or unlabelledunknown$47.6M
as of May 2, 2024
no Form DHarvest
Lone Star Fund V (bermuda), L.P.
ADV: Private Equity Fund
buyout or unlabelledunknown$41.2M
as of May 2, 2024
no Form DHarvest
Lone Star Fund VI (bermuda), L.P.
ADV: Private Equity Fund
buyout or unlabelledunknown$39.8M
as of May 2, 2024
no Form DHarvest
Lone Star Real Estate Fund (U.S.), L.P.
ADV: Real Estate Fund
Real estate fundunknown$30.3M
as of May 2, 2024
no Form DUnknown
Lone Star Real Estate Fund (bermuda), L.P.
ADV: Real Estate Fund
Real estate fundunknown$25.3M
as of May 2, 2024
no Form DUnknown
Lone Star Fund IV (U.S.), L.P.
ADV: Private Equity Fund
buyout or unlabelledunknown$22.9M
as of May 2, 2024
no Form DMature
Lone Star Fund IV (bermuda), L.P.
ADV: Private Equity Fund
buyout or unlabelledunknown$15.7M
as of May 2, 2024
no Form DUnknown
Lone Star Real Estate Fund II (U.S.), L.P.
ADV: Real Estate Fund
Real estate fundunknown$9.6M
as of May 2, 2024
no Form DHarvest
Lone Star Real Estate Fund II (bermuda), L.P.
ADV: Real Estate Fund
Real estate fundunknown$8.4M
as of May 2, 2024
no Form DHarvest
Lone Star Fund III (U.S.), L.P.
ADV: Private Equity Fund
buyout or unlabelledunknown$5.5M
as of Sep 14, 2022
no Form DWound down
Lone Star Fund III (bermuda), L.P.
ADV: Private Equity Fund
buyout or unlabelledunknown$2.9M
as of Sep 14, 2022
no Form DWound down
Lone Star Fund VII (bermuda), L.P.
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of May 2, 2024
no Form DHarvest
Lone Star Fund VII (U.S.), L.P.
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of May 2, 2024
no Form DHarvest
Lone Star Real Estate Fund VII, L.P.buyout or unlabelledunknownunknownno reportingno Form DUnknown
Team
34 current, 22 former
Partner (10)
Business development (9)
Investor relations (4)
Platform (7)
22 former (kept with end dates)
  • Andre Collin · President - Lone Star Americas Acquisitions, Inc. · Apr 1, 2020 to May 2, 2024 Inference
  • Andre Collin · President - Lsga Holdings, Ltd. · Mar 1, 2017 to Feb 7, 2018 Inference
  • Brian Charles Collyer · President - Lone Star North America Acquisitions, L.P. · Jan 1, 2018 to Mar 30, 2020 Inference
  • Nicholas D.H. Beevers · President - Lone Star North America Acquisitions, Llc · Jul 1, 2017 to Feb 7, 2018 Inference
  • Samuel David Loughlin · President - Lone Star North America Acquisitions (Ny), Llc · Jun 1, 2016 to Sep 29, 2017 Inference
  • JR. Len William Allen · Senior Managing Director - Lone Star U.S. Acquisitions, Llc · Jan 1, 2008 to Oct 30, 2013 Inference
  • Derek Alan Edwards · Chief Financial Officer - Lone Star North America Acquisitions, Llc · Sep 1, 2016 to Feb 7, 2018 Inference
  • Grant Westley Dixon · Chief Compliance Officer · Oct 1, 2011 to Jul 26, 2012 Inference
  • Jena Amber Bjornson · Chief Compliance Officer - Lone Star North America Acquisitions, L.P. · Jan 1, 2017 to Oct 1, 2018 Inference
  • Jodi Lyn Cason · Executive Vice President And Chief Financial Officer - Lone Star North America Acquisitions (Ny), Llc · Jun 1, 2016 to Feb 9, 2017 Inference
  • Jodi Lyn Cason · Chief Operating Officer - Lone Star North America Acquisitions, Llc · Aug 1, 2017 to Feb 7, 2018 Inference
  • Michael Duke Thomson · Director And General Counsel - Lone Star Global Acquisitions, Ltd. · Oct 1, 2004 to Feb 26, 2016 Inference
  • Robert John Corcoran · Chief Financial Officer - Lone Star Americas Acquisitions, Llc · Feb 1, 2012 to Jan 19, 2015 Inference
  • William David Young · Chief Legal Officer - Lone Star Americas Acquisitions, Inc. · Jun 1, 2020 to May 2, 2024 Inference
  • Catherine Stone Bowe · Alternate Director - Lone Star Global Acquisitions, Ltd. · Dec 1, 2015 to Sep 16, 2016 Inference
  • Dawn Christine Griffiths · Director - Lone Star Global Acquisitions, Ltd. · Feb 1, 2001 to Feb 7, 2018 Inference
  • Elliot Arthur Hubbard · Alternate Director - Lone Star Global Acquisitions, Ltd. · Oct 1, 2007 to Feb 26, 2016 Inference
  • Marc Lewis Lipshy · Director - Lone Star Americas Acquisitions, Inc. · Apr 1, 2020 to Mar 31, 2021 Inference
  • Neil Henderson · Alternate Director, Lone Star Global Acquisition, Ltd. · Mar 1, 2014 to Feb 7, 2018 Inference
  • Sandra Elizabeth Collins · Alternate Director - Lone Star Global Acquisitions, Ltd. · Oct 1, 2007 to Feb 26, 2016 Inference
  • Sarah Elizabeth York · Alternate Director - Lone Star Global Acquisitions, Ltd. · Apr 1, 2016 to Feb 7, 2018 Inference
  • Joel Harper Sauer · Vice President - Lone Star North America Acquisitions, L.P. · Jan 1, 2017 to Jun 7, 2018 Inference
Portfolio
4 relationships, 3 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
Multi-Family Residential PortfolioPlatformactiveAug 3, 2026
transaction announcement
2 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
ContiTechPlatformactiveJul 6, 2026
transaction announcement
2 monthsDonald Quintin (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
DOMO Engineered MaterialsPlatformactiveMay 12, 2026
transaction announcement
4 monthsDonald Quintin (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Xella GroupRole unknownexited
exited Jun 19, 2026
unknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Transactions
5 on record
DateTypeTargetThis firm’s roleSource
Aug 3, 2026Platform acquisitionMulti-Family Residential PortfolioSponsor (confirmed)lonestarfunds.com
Jul 6, 2026Platform acquisitionContiTechSponsor (confirmed)lonestarfunds.com
Jun 19, 2026Exit to a strategic buyerXella GroupSeller (confirmed)lonestarfunds.com
May 12, 2026Carve-outDOMO Engineered MaterialsSponsor (confirmed)lonestarfunds.com
Mar 27, 2026Exit to a strategic buyerAlliance Ground InternationalStrategic acquirer (confirmed)greenbriar.com
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (4)
  • Arena Capital Gl Ltd. and Equitybird Partners, Ltd. 2 shared · recurring · last Jan 1, 2023
  • Teneo Partners Japan Limited 2 shared · recurring · last Jan 1, 2023
  • Compass Group Global Advisors 2 shared · recurring · last Jan 1, 2023
  • First Avenue 1 shared · one time · last Jan 1, 2022
LP commitments
2 disclosed
Events
16 most recent
  1. Sep 1, 2026
    September 1, 2026 Lone Star Funds Acquires Portfolio of Advanced Technology and R&D Real Estate Properties in Silicon Valley Learn More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Aug 31, 2026
    Lone Star Funds: Private Equity Funds on Form ADV 16 (2024 extract) -> 17 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  3. Aug 17, 2026
    August 17, 2026 Lone Star Funds Completes Sale of Vigor Marine Group Learn More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Aug 3, 2026
    Lone Star Funds Acquires Multi-Family Residential Portfolio in Central Tokyo
    Platform investmentFactMulti-Family Residential PortfolioPress release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  5. Aug 3, 2026
    August 3, 2026 Lone Star Funds Acquires Multi-Family Residential Portfolio in Central Tokyo Learn More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  6. Jul 23, 2026
    July 23, 2026 Lone Star Funds Acquires Dallas Office Tower Learn More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  7. Jul 6, 2026
    Lone Star Funds Announces Agreement to Acquire ContiTech, the Material Solutions Group of Continental AG
    Platform investmentFactContiTechPress release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  8. Jul 6, 2026
    July 6, 2026 Lone Star Funds Announces Agreement to Acquire ContiTech, the Material Solutions Group of Continental AG Learn More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  9. Jun 19, 2026
  10. Jun 19, 2026
    June 19, 2026 Lone Star Funds Completes Sale of Xella to Holcim Learn More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  11. May 21, 2026
    May 21, 2026 Lone Star Funds Announces Sale of Multifamily Property in Dallas-Fort Worth Metroplex Learn More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  12. May 13, 2026
    May 13, 2026 Lone Star Funds Announces Sale of Premier Palm Beach Gardens Retail Center Learn More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  13. May 12, 2026
    Lone Star Funds Completes Acquisition of DOMO Engineered Materials
    Platform investmentFactDOMO Engineered MaterialsPress release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  14. May 12, 2026
    May 12, 2026 Lone Star Funds Completes Acquisition of DOMO Engineered Materials Learn More
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  15. Jun 30, 2025
    California State Teachers' Retirement System reports Lone Star Fund XI, L.P.: $200,000,000 committed, vintage 2019, net IRR 25.1%
    Lp commitment disclosedFactCalifornia State Teachers' Retirement SystemPublic pension private-markets disclosures, read through the venture lane's LP report tape
  16. Feb 13, 2012
    Lone Star Funds first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

Lone Star Funds is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Allocators and Real Estate Funds.

Independent Sponsors1RIA and Wealth1Allocators1Real Estate Funds1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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