DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Lone Star Funds
Legal name Lone Star Americas Acquisitions, Inc.
Latest filing Aug 31, 2026
First filing on the tape Feb 13, 2012 · 63 filings
SEC status approved since Mar 9, 2012
RAUM
$36B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
36
17 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
33
reported on Schedule D
History
63 filings and snapshots on the tape
RAUM$36B as of Aug 31, 2026
Mar 28, 2013$26B then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Aug 31, 2026
Mar 28, 20130 then
Employees (5.A)36 as of Aug 31, 2026
Mar 28, 201347 then
Private funds33 as of Aug 31, 2026
Mar 28, 201318 then
RAUM -4.5% over the last fiscal year-4.3% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Aug 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $36BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $1.2BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 36.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -4.5%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$36B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 31reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- n/areported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
40 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Lone Star Fund Xi, L.P. | Hedge Fund | $8.3B | 154 | Mar 1, 2019 |
| Lone Star Fund Xii, LP | Private Equity Fund | $5.3B | 73 | Aug 23, 2022 |
| Lone Star Real Estate Fund Vi, L.P. | Hedge Fund | $4.3B | 80 | Dec 18, 2019 |
| Lone Star Fund X (Bermuda), L.P. | Hedge Fund | $2.2B | 59 | May 26, 2017 |
| Lone Star Real Estate Fund Vii, L.P. | Real Estate Fund | $2.0B | 31 | Mar 30, 2023 |
| Lone Star Fund X (U.S.), L.P. | Hedge Fund | $1.9B | 101 | May 26, 2017 |
| Lone Star Fund Ix (U.S.), L.P. | Private Equity Fund | $1.8B | 96 | Mar 31, 2014 |
| Lone Star Fund Ix (Bermuda), L.P. | Private Equity Fund | $1.7B | 40 | Mar 31, 2014 |
| Lone Star Real Estate Fund IV (U.S.), L.P. | Hedge Fund | $1.3B | 82 | Aug 27, 2015 |
| Lone Star Real Estate Fund IV (Bermuda), L.P. | Hedge Fund | $1.2B | 43 | Aug 27, 2015 |
| Lone Star Value-Add Fund I, L.P. | Hedge Fund | $892M | 31 | Dec 18, 2019 |
| Lone Star Fund Ix Parallel (Bermuda), L.P. | Private Equity Fund | $830M | 23 | Mar 31, 2015 |
| Lone Star Residential Mortgage Fund III, L.P. | Hedge Fund | $801M | 4 | Mar 31, 2022 |
| Lone Star Value-Add Fund II, L.P. | Hedge Fund | $594M | 5 | Mar 31, 2022 |
| Lone Star Real Estate Fund V (Bermuda), L.P. | Hedge Fund | $515M | 38 | Nov 29, 2016 |
| Lone Star Real Estate Fund V (U.S.), L.P. | Hedge Fund | $506M | 65 | Nov 29, 2016 |
| Lone Star Fund Viii (U.S.), L.P. | Private Equity Fund | $451M | 111 | Mar 28, 2013 |
| Lone Star Residential Mortgage Fund II, L.P. | Hedge Fund | $433M | 7 | Dec 18, 2019 |
| Lone Star Fund Viii (Bermuda), L.P. | Private Equity Fund | $414M | 44 | Mar 28, 2013 |
| Jdfw Investors, L.P. | Private Equity Fund | $186M | 3 | Mar 31, 2021 |
| Lone Star Residential Mortgage Fund I Holdings (Bermuda), L.P. | Hedge Fund | $140M | 11 | Mar 31, 2015 |
| Lone Star Residential Mortgage Fund I (U.S.), L.P. | Hedge Fund | $79.0M | 16 | Mar 31, 2015 |
| Lone Star Fund V (U.S.), L.P. | Private Equity Fund | $58.9M | 65 | Feb 13, 2012 |
| Lone Star Fund Vi (U.S.), L.P. | Private Equity Fund | $47.6M | 97 | Feb 13, 2012 |
| Lone Star Fund V (Bermuda), L.P. | Private Equity Fund | $41.2M | 10 | Feb 13, 2012 |
| Lone Star Fund Vi (Bermuda), L.P. | Private Equity Fund | $39.8M | 17 | Feb 13, 2012 |
| Lone Star Real Estate Fund III (U.S.), L.P. | Real Estate Fund | $31.8M | 116 | Mar 31, 2014 |
| Lone Star Real Estate Fund (U.S.), L.P. | Real Estate Fund | $30.3M | 72 | Feb 13, 2012 |
| Lone Star Real Estate Fund III (Bermuda), L.P. | Real Estate Fund | $29.1M | 43 | Mar 31, 2014 |
| Lone Star Real Estate Fund (Bermuda), L.P. | Real Estate Fund | $25.3M | 9 | Feb 13, 2012 |
| Lone Star Fund IV (U.S.), L.P. | Private Equity Fund | $22.9M | 38 | Feb 13, 2012 |
| Lone Star Fund IV (Bermuda), L.P. | Private Equity Fund | $15.7M | 11 | Feb 13, 2012 |
| Lone Star Real Estate Fund II (U.S.), L.P. | Real Estate Fund | $9.6M | 131 | Feb 13, 2012 |
| Lone Star Real Estate Fund II (Bermuda), L.P. | Real Estate Fund | $8.4M | 33 | Feb 13, 2012 |
| Lone Star Fund III (U.S.), L.P.no longer reported | Private Equity Fund | $5.5M | 27 | Feb 13, 2012 |
| Lone Star US Investments, L.P. | Private Equity Fund | $4.6M | 16 | Mar 28, 2013 |
| Lone Star Fund III (Bermuda), L.P.no longer reported | Private Equity Fund | $2.9M | 7 | Feb 13, 2012 |
| Lsf Seg Investments, L.P.no longer reported | Private Equity Fund | $49 | 13 | Mar 28, 2013 |
| Lone Star Fund Vii (U.S.), L.P. | Private Equity Fund | $0 | 91 | Feb 13, 2012 |
| Lone Star Fund Vii (Bermuda), L.P. | Private Equity Fund | $0 | 41 | Feb 13, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Vinay Khandelwal · Chief Operating Officercontrolsince 04/2024 · owns less than 5%
- David Michael King · Chief Compliance Officer - Lone Star Americas Acquisitions, Inc.controlsince 04/2020 · owns less than 5%
- Lanette Faith Mcmanus · Director - Lone Star Americas Acquisitions, Inc.controlsince 12/2020 · owns less than 5%
- Michele Rebecca Smith · Director - Lone Star Americas Acquisitions, Inc.controlsince 04/2020 · owns less than 5%
- Patrick John Grayken · Shareholder - Lone Star Global Acquisitions, Ltd.controlsince 06/2020 · owns F of Lone Star Global Acquisitions, Ltd.
Entity owners
- Lone Star Americas Acquisitions, LLC · Shareholder - Lone Star Americas Acquisitions, Inc.direct · owns 75% or more
- Lone Star Global Acquisitions, Ltd. · Member - Lone Star Americas Acquisitions, LLCindirect · owns 75% or more of Lone Star Americas Acquisitions, LLC
- Lsga Investments, Ltd. · Shareholderindirect · owns 75% or more of Lone Star Global Acquisitions, Ltd.
- Lsga Super Holdings, Ltd. · Shareholderindirect · owns 75% or more of Lsga Investments, Ltd.
Related persons
Schedule D 7.A
- Hh Genpar Ix (Europe II), LLC (De)pooled vehicle sponsorn
- Hh Genpar Re III (Europe II), LLC (De)pooled vehicle sponsorn
- Hh Genpar Re IV (Europe II), LLC Depooled vehicle sponsorn
- Hh Genpar Re V (Europe II), LLCpooled vehicle sponsorn
- Hh Genpar Viii (Europe II), LLC (De)pooled vehicle sponsorn
- Hh Genpar X (Europe II), LLCpooled vehicle sponsorn
- Hudco Genpar III, LLC (De)pooled vehicle sponsorn
- Hudco Genpar IV, LLC (De)pooled vehicle sponsorn
- Hudco Genpar IV, Ltd. (Bvi)pooled vehicle sponsorn
- Hudco Genpar Ix (Europe I), LLC (De)pooled vehicle sponsorn
- Hudco Genpar Ix, LLC (De)pooled vehicle sponsorn
- Hudco Genpar Re (Europe), LLC (De)pooled vehicle sponsorn
- Hudco Genpar Re (Global), LLC (De)pooled vehicle sponsorn
- Hudco Genpar Re II (Americas), LLC (De)pooled vehicle sponsorn
- Hudco Genpar Re II (Europe), LLC (De)pooled vehicle sponsorn
- Hudco Genpar Re II (Global), LLC (De)pooled vehicle sponsorn
- Hudco Genpar Re II (Japan), LLC (De)pooled vehicle sponsorn
- Hudco Genpar Re III (Europe I), LLC (De)pooled vehicle sponsorn
- Hudco Genpar Re III, LLC (De)pooled vehicle sponsorn
- Hudco Genpar Re IV (Europe I), LLC (De)pooled vehicle sponsorn
- Hudco Genpar Re IV (Japan), LLC (De)pooled vehicle sponsorn
- Hudco Genpar Re IV, LLC (De)pooled vehicle sponsorn
- Hudco Genpar Re V (Europe I), LLCpooled vehicle sponsorn
- Hudco Genpar Re V, LLCpooled vehicle sponsorn
- Hudco Genpar Rm I, LLC (De)pooled vehicle sponsorn
- Hudco Genpar V (Americas), LLC (De)pooled vehicle sponsorn
- Hudco Genpar V (Europe), LLC (De)pooled vehicle sponsorn
- Hudco Genpar V (Global), LLC (De)pooled vehicle sponsorn
- Hudco Genpar Vi (Europe), LLC (De)pooled vehicle sponsorn
- Hudco Genpar Vi (Global), LLC (De)pooled vehicle sponsorn
Advisers that list Lone Star Funds as a related person
Offices
Schedule D 1.F, the 25 largest
- New York, NY3 employees
What changed
consecutive filings, newest first
- Private funds · 31 to 33Mar 31, 2026 to Aug 31, 2026
- Accounts · 36 to 31Jan 13, 2026 to Mar 31, 2026
- Advisory employees · 20 to 17Jan 13, 2026 to Mar 31, 2026
- Pooled vehicle clients · 36 to 31Jan 13, 2026 to Mar 31, 2026
- Employees · 25 to 36Jan 13, 2026 to Mar 31, 2026
- Private funds · 37 to 31Jan 13, 2026 to Mar 31, 2026
- Discretionary RAUM · $37B to $36BJan 13, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $37B to $36BJan 13, 2026 to Mar 31, 2026
- RAUM · $37B to $36BJan 13, 2026 to Mar 31, 2026
- Financial planning clients · 0 to 0Mar 31, 2025 to Sep 19, 2025
- Private funds · 36 to 37Mar 31, 2025 to Sep 19, 2025
- Accounts · 37 to 36May 2, 2024 to Mar 31, 2025
- Advisory employees · 18 to 20May 2, 2024 to Mar 31, 2025
- Pooled vehicle clients · 37 to 36May 2, 2024 to Mar 31, 2025
- Private funds · 37 to 36May 2, 2024 to Mar 31, 2025
- Discretionary RAUM · $36B to $37BMay 2, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $36B to $37BMay 2, 2024 to Mar 31, 2025
- RAUM · $36B to $37BMay 2, 2024 to Mar 31, 2025
- Advisory employees · 19 to 18Aug 22, 2023 to Mar 29, 2024
- Employees · 26 to 25Aug 22, 2023 to Mar 29, 2024
- Discretionary RAUM · $41B to $36BAug 22, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $41B to $36BAug 22, 2023 to Mar 29, 2024
- RAUM · $41B to $36BAug 22, 2023 to Mar 29, 2024
- Accounts · 35 to 37Sep 14, 2022 to Mar 30, 2023
- Advisory employees · 22 to 19Sep 14, 2022 to Mar 30, 2023
- Pooled vehicle clients · 35 to 37Sep 14, 2022 to Mar 30, 2023
- Employees · 32 to 26Sep 14, 2022 to Mar 30, 2023
- Private funds · 38 to 37Sep 14, 2022 to Mar 30, 2023
- Discretionary RAUM · $36B to $41BSep 14, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $36B to $41BSep 14, 2022 to Mar 30, 2023
- RAUM · $36B to $41BSep 14, 2022 to Mar 30, 2023
- Private funds · 37 to 38Jul 15, 2022 to Aug 23, 2022
- Accounts · 36 to 35Jan 11, 2022 to Mar 31, 2022
- Advisory employees · 25 to 22Jan 11, 2022 to Mar 31, 2022
- Pooled vehicle clients · 36 to 35Jan 11, 2022 to Mar 31, 2022
- Employees · 42 to 32Jan 11, 2022 to Mar 31, 2022
- Private funds · 36 to 37Jan 11, 2022 to Mar 31, 2022
- Discretionary RAUM · $38B to $36BJan 11, 2022 to Mar 31, 2022
- Pooled vehicle RAUM · $38B to $36BJan 11, 2022 to Mar 31, 2022
- RAUM · $38B to $36BJan 11, 2022 to Mar 31, 2022
Signals
10 dated events
- David William Young (Chief Legal Officer - Lone Star Americas Acquisitions, Inc.) no longer on Schedule A of Lone Star Funds (listed 2024-03-29, absent 2024-05-02)May 2, 2024 · Control person left · inference
- Andre Collin (President - Lone Star Americas Acquisitions, Inc.) no longer on Schedule A of Lone Star Funds (listed 2024-03-29, absent 2024-05-02)May 2, 2024 · Control person left · inference
- Vinay Khandelwal (Chief Operating Officer) appeared on Schedule A of Lone Star FundsMay 2, 2024 · Control person joined · fact
- Lewis Marc Lipshy (Director - Lone Star Americas Acquisitions, Inc.) no longer on Schedule A of Lone Star Funds (listed 2020-07-23, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Lanette Faith Mcmanus (Director - Lone Star Americas Acquisitions, Inc.) appeared on Schedule A of Lone Star FundsMar 31, 2021 · Control person joined · fact
- Lone Star Funds reported succeeding to the business of Another Adviser (Form ADV Item 4)Jul 23, 2020 · Succession (Item 4) · fact
- Michele Rebecca Williams (Director - Lone Star Americas Acquisitions, Inc.) appeared on Schedule A of Lone Star FundsJul 23, 2020 · Control person joined · fact
- Lewis Marc Lipshy (Director - Lone Star Americas Acquisitions, Inc.) appeared on Schedule A of Lone Star FundsJul 23, 2020 · Control person joined · fact
- Andre Collin (President - Lone Star North America Acquisitions, L.P.) appeared on Schedule A of Lone Star FundsMar 30, 2020 · Control person joined · fact
- Charles Brian Collyer (President - Lone Star North America Acquisitions, L.P.) no longer on Schedule A of Lone Star Funds (listed 2019-12-18, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- Lone Star Funds · Independent Sponsorsshared crd · capital_provider
- Lone Star Funds · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/lone-star-funds/aboutreportedpublic record, Form ADV, Sep 17, 2026
- Website
- lonestarfunds.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 214-754-8300reportedpublic record, Form ADV, Aug 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Lone Star Funds is the same institution as 1 record in Real Estate Funds.
Real 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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