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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Atlas eaglePrime
- Established Date
- 10-11-1990
- Office Locations
- 1
Office Locations
About Lodestar Private Asset Management LLC
Lodestar Private Asset Management is an independent, fee-only Bay Area wealth manager providing holistic financial planning alongside investment management, with an emphasis on tax and broader planning. The firm works with Silicon Valley entrepreneurs, C‑suite executives, and “second‑act” semi‑retirees, tailoring guidance for complex situations. Portfolios are primarily implemented with public funds and ETFs, and custody includes Charles Schwab.
Team overview
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Custodian
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Owner & Executives
KEVIN LEVERNE GRAY
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #2176604
- Ownership
- Less than 5%
JOSEPH WEBSTER HARRISON
Financial Advisor, PRINCIPAL
- CRD
- #4461940
- Ownership
- Less than 5%
Matrix capital
Focus foundation ember
- CRD
- #94408
- Ownership
- 21.2%
Showing 2 of 3 owners & executives
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Amanda Mishaela Albright
Principal
- CRD
- #7404524
JASON RILEY MCCOY
Financial Advisor
- CRD
- #5908144
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,326,636,350 | $691,316 |
| Non-Discretionary | $14,682,585 | $7,341,293 |
| Total | $1,341,318,935 | $698,240 |
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Separately Managed Accounts
Total SMA Asset: $1,341,318,935
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $962,502,277 | 16.4% |
| Equity - Exchange | $586,891,633 | 10.0% |
| Cash | $1,197,258,931 | 20.4% |
| Equity - OTC | $1,954,349,137 | 33.3% |
| Corporate - Investment Grade | $451,906,557 | 7.7% |
| U.S. Government/Agency | $716,007,791 | 12.2% |
| Total | $5,868,916,326 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION PIONEER | HORIZON BEACON | 10M68POPM | AYB | 6.36% | $62,069,252 |
| EAGLE OAK | VERTEX EMBER | S50ZYY1IK | TUCAD | 11.05% | $38,028,865 |
| EAGLE HARBOR | FOCUS OPTIMA | OUNZZNC5K | NBHH | 12.16% | $106,925,891 |
| MOMENTUM CAPITAL | VERTEX VERTEX | TO00MBQT4 | TBMY | 5.18% | $100,191,504 |
| DELTA LEGACY | GLACIER QUANTUM | JTKBRZVFQ | HKRL | 4.80% | $50,276,426 |
| TIMBER VERTEX | GLACIER LEGACY | 99MQCQ5GA | KRW | 2.26% | $115,732,995 |
| CAPITAL MERIDIAN LEGACY | FUSION VALUE | K7XR6GVL6 | BHSZW | 4.96% | $1,078,717 |
| ZENITH ZENITH PEAK | VALUE PRIME | OJCSY19G6 | HLOVZ | 10.86% | $48,831,207 |