SourcingSourcing

LONE STAR AMERICAS ACQUISITIONS, INC.

C21
CRD 160000·SEC 801-73558·DALLAS, TX
AUM
$35.73B
$1B+
Est. Revenue
$357.3M
@ 1% on AUM
Est. EBITDA
$107.2M
@ 30% margin
Est. Deal Value
$857.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LONE STAR AMERICAS ACQUISITIONS, INC.
CRD
160000
SEC file #
801-73558
EIN
—
DBA names
Lone Star Funds

Economics

AUM
$35.73B
AUM band
$1B+
AUM trajectory
'20'26
$38.60B → $35.73B▼ -7%
Client mix
Pooled Investment Vehicles31

Operations

Employees (total)
36
Advisory staff (per ADV)
17
Advisory staff (5-yr trend)
'20'26
4 advisors → 17 advisors▲ +325%
Primary office
DALLAS TX
Branches
Count1

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Other Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/lone-star-funds/about(social)

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LONE STAR AMERICAS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
LONE STAR AMERICAS
KHANDELWAL, VINAY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:lonestar.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo38
Jpmorgan6
Goldman Sachs4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
292964
Trust Company Affiliate
Yes

People (5)

5
LONE STAR AMERICAS
Direct Owner · 87.5%
292964
KHANDELWAL, VINAY
Executive Officer · 2.5%
4882334
King, Michael, David
Executive Officer · 2.5%
6797303
McManus, Faith, LaNette
Executive Officer · 2.5%
7358566
SMITH, REBECCA, MICHELE
Executive Officer · 2.5%
5874953