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Lonestar Registered Investment Advisors, LLC

● SEC registered since 2023CRD 144200SEC# 801-128569Lubbock, TX
Export (members)
Reg. AUM
$336.2M
Employees
12
Accounts
1,195
Location
Lubbock, TX

Lonestar Registered Investment Advisors, LLC assets under management

Lonestar Registered Investment Advisors, LLC is an SEC-registered investment adviser based in Lubbock, TX. The firm has been registered since 2023. It reports $336.2 million in regulatory assets under management and employs 12 people.

Lonestar Registered Investment Advisors, LLC owners & executives

12 reported
NameTitleOwnershipSince
Lonestar Intermediate Holding Company, LLC ControlMemberOver 75%2025
Michael Jon Byers ControlCcoUnder 5%2007
Lonestar Holdco 1, Inc. ControlMember25-50%2025
Lonestar Holdco 2, Inc. ControlMember25-50%2025
Mark Carl Groom ControlOwnerOver 75%2025
Meraki Holdings, LLC ControlMemberOver 75%2025
Meraki Intermediate Holdings, LLC ControlMemberOver 75%2025
Meraki Partner Holdings, LLC ControlMember25-50%2025
Meraki Private Equity, LLC ControlMemberOver 75%2025
Michael Jon Byers ControlOwnerOver 75%2025
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Frequently asked questions

How much does Lonestar Registered Investment Advisors, LLC manage?

Lonestar Registered Investment Advisors, LLC reports $336.2 million in regulatory assets under management on its Form ADV.

How many employees does Lonestar Registered Investment Advisors, LLC have?

Lonestar Registered Investment Advisors, LLC reports 12 employees.

Where is Lonestar Registered Investment Advisors, LLC located?

Lonestar Registered Investment Advisors, LLC is based in Lubbock, TX and has been SEC-registered since 2023.

Does Lonestar Registered Investment Advisors, LLC disclose fund performance?

Lonestar Registered Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10210 Frankford Ave, Suite 220, Lubbock, TX 79424
Phone866-785-5350
Fax877-653-0385
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$336.2M▲ 105%
Feb '25 — $164.2MMar '25 — $164.2MApr '25 — $164.2MMay '25 — $164.2MJun '25 — $164.2MJul '25 — $164.2MAug '25 — $164.2MSep '25 — $164.2MOct '25 — $164.2MNov '25 — $164.2MDec '25 — $250.7MJan '26 — $250.7MFeb '26 — $250.7MMar '26 — $250.7MApr '26 — $250.7MMay '26 — $274MJun '26 — $274MJul '26 — $274MAug '26 — $336.2M
Feb '25Form ADV, monthlyAug '26

How this firm compares

Regulatory AUMTop 59%
Larger than 41% of 16,340 advisers
EmployeesTop 35%
More than 65% of 16,820 advisers

Assets under management

$336.2Mregulatory AUM
Discretionary $336.2M