Lodestar Investment Counsel

Chicago, United States Founded: 1989 • Age: 37 yrs Acquired By Bartlett
Investment and wealth management services with financial planning are provided.

About Lodestar Investment Counsel

Lodestar Investment Counsel is a company based in Chicago (United States) founded in 1989 was acquired by Bartlett in May 2019.. Lodestar Investment Counsel operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.

  • Headquarter Chicago, United States
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Bartlett

    (May 17, 2019)

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Funding Insights of Lodestar Investment Counsel

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

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Investors in Lodestar Investment Counsel

Lodestar Investment Counsel has secured backing from 1 investor. Prominent investors backing the company include Bartlett. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Investor Description Founded Year Domain Location
Wealth management services are provided by Bartlett to clients.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Lodestar Investment Counsel

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Lodestar Investment Counsel

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Lodestar Investment Counsel Comparisons

Employees
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Competitors of Lodestar Investment Counsel

Lodestar Investment Counsel operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Mutual life insurance and asset management services are provided.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Lodestar Investment Counsel

Frequently Asked Questions about Lodestar Investment Counsel

When was Lodestar Investment Counsel founded?

Lodestar Investment Counsel was founded in 1989.

Where is Lodestar Investment Counsel located?

Lodestar Investment Counsel is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.

What does Lodestar Investment Counsel do?

Lodestar Investment Counsel was established in 1989 in Chicago, United States. Operations are centered in the financial services sector, where investment and wealth management are handled alongside financial planning for clients. Advisory services are delivered to support asset growth and long-term financial strategies. The firm maintains its base in Chicago and is accessible through the ldstr.com domain. Focus remains on institutional and individual investor needs within the region.

Who are the top competitors of Lodestar Investment Counsel?

Lodestar Investment Counsel's top competitors include Fidelity Investments, Investec and S&P Global.

Who are Lodestar Investment Counsel's investors?

Lodestar Investment Counsel has 1 investor. Key investors include Bartlett.

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