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Multi-Family OfficeRIA · CRD 155689State-Registered Investment Adviser

Updated:

Lodestar Financial Management

Lodestar Financial Management, LLC is a state-registered investment adviser with $49 million in regulatory assets under management. The firm has 1 employee...

Overview

Lodestar Financial Management, LLC is a state-registered investment adviser with $49 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with — minimal staff.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

Corporate office

United States

Sector focus

Private CreditReal EstateInfrastructure

Frequently asked questions

Who runs investment decisions at Lodestar Financial Management?

Public records do not name specific principals or investment committee members for Lodestar Financial Management. The firm is registered as an RIA with the SEC, meaning it must have at least one designated chief compliance officer, but individual names are not disclosed in available sources.

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