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| Lionstone Partners LLC
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|---|---|
| CRD # | 160214 |
| SEC # | 801-73009 |
| CIK # | |
| AUM | $224.4 M (2026-03-26) |
| Employees | 3 (0% Investors, 0% Brokers) |
| Phone | 800-225-2365 |
| Address | 290 Congress Street Boston, MA 02210 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Lionstone RDP St Albans Investors LP | [2023-09-25] | 0.0 | 99.1 |
| HF | Lionstone RDP Co-Investment Fund I LP | 2023-04-26 | 0.1 | |
| HF | Lionstone RDP Tower V Investors LP | [2022-07-15] | 0.0 | 118.3 |
| HF | Lionstone RDP PCS Phase I Investors LP | 2022-02-23 | 114.1 | |
| HF | Lionstone Raleigh Development Partners LP | [2021-10-29] | 48.6 | 25.9 |
| HF | Lionstone RDP Channel House Investors LP | [2021-10-29] | 24.0 | 71.4 |
| HF | Lionstone RDP Platform Investors LP | [2021-10-29] | 48.8 | 159.6 |
| RE | LVA5 Co-Investment IV LP | 2021-03-29 | 0.1 | |
| RE | LVA5 Co-Investment III LP | [2020-03-26] | 0.0 | 0.0 |
| RE | Lionstone US Value-Add Five LP | [2019-03-28] | 220.0 | 997.8 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 0.2 |
| By Discretionary | ||
| Discretionary | 1 | 0.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 0.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.2 | |
| Total | 1 | 0.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Andrew Bruce | 72 | 4 | ||
| John Enerson | 22 | 4 | ||
| Andrew Lusk | 15 | 4 | ||
| Sachin Grover | 13 | 4 | ||
| Daniel Dubrowski | 22 | 3 | ||
| Bryan Sanchez | 18 | 3 | ||
| Glenn Lowenstein | 17 | 3 | ||
| Thomas Bacon | 13 | 3 | ||
| Jane Page | 13 | 3 | ||
| Tom Paterson | 11 | 3 | ||
| View All | ||||
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