Lone Star Value Management, Llc (Old Greenwich)
Lone Star Value Management, Llc Is a Large Advisory Firm Based in Old Greenwich. It Manages $110.81 Million of Regulatory Assets for 4 Client Accounts. It Has...
Lone Star Value Management, LLC is a large advisory firm based in Old Greenwich. It manages $110.81 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Connecticut.
Lone Star Value Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. 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 Value Management: assets under management
The assets under management (AUM) of Lone Star Value Management, LLC is $110.81 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $110.81 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $27.7 million each.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Lone Star Value Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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