Lodestar Private Asset Management
Overview
Lodestar Private Asset Management is an independent, fee-only financial planning and wealth management firm based in the San Francisco Bay Area. They offer comprehensive financial advice tailored to individual needs, focusing on a holistic approach that includes asset management, financial planning, and tax strategies. Their team comprises experienced professionals dedicated to guiding clients through complex financial landscapes. The firm provides a range of services, including financial planning, investment management, and retirement planning. They cater to a diverse clientele, including Silicon Valley entrepreneurs, C-suite executives, and semi-retired individuals. Lodestar emphasizes a personalized approach, ensuring that each client receives advice and strategies aligned with their unique financial goals and circumstances. With a commitment to transparency and client-centric services, Lodestar Private Asset Management operates on a fee-only model, meaning they are compensated solely by their clients and not by third parties. This structure aims to eliminate potential conflicts of interest, allowing the firm to provide unbiased and objective financial guidance. Their dedication to client success is evident in their comprehensive services and personalized financial strategies.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
Reach Lodestar Private Asset Management directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Lodestar Private Asset Management
What sectors does Lodestar Private Asset Management invest in?
Lodestar Private Asset Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Alamo, California, United States. Lodestar Private Asset Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Lodestar Private Asset Management invest at?
Lodestar Private Asset Management backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Lodestar Private Asset Management invest in?
Lodestar Private Asset Management invests across United States.
Who are the partners at Lodestar Private Asset Management?
Team members listed for Lodestar Private Asset Management include Joe HARRISON (Managing Partner & Financial Advisor) and Tony JURADO (Managing Partner and Financial Advisor).
What companies has Lodestar Private Asset Management invested in?
Lodestar Private Asset Management's portfolio includes Apple, Microsoft, Amazon, Facebook, Airbnb, Uber, Google and Qualcomm.
How do I contact Lodestar Private Asset Management?
Lodestar Private Asset Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
