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| Lionstone Partners LLC
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| |
|---|---|
| CRD # | 160214 |
| SEC # | 801-73009 |
| CIK # | |
| AUM | $4.4 BB (2024-06-05) |
| Employees | 67 (85% Investors, 4% Brokers) |
| Phone | 713-533-5860 |
| Address | 712 Main Street Houston, TX 77002 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Lionstone RDP St Albans Investors LP | [2023-09-25] | 0.0 | 35.1 |
| HF | Lionstone RDP Co-Investment Fund I LP | 2023-04-26 | 0.0 | |
| HF | Lionstone RDP Tower V Investors LP | [2022-07-15] | 0.0 | 75.5 |
| HF | Lionstone RDP PCS Phase I Investors LP | 2022-02-23 | 65.2 | |
| HF | Lionstone Raleigh Development Partners LP | [2021-10-29] | 48.6 | 31.5 |
| HF | Lionstone RDP Channel House Investors LP | [2021-10-29] | 24.0 | 79.4 |
| HF | Lionstone RDP Platform Investors LP | [2021-10-29] | 48.8 | 143.2 |
| RE | LVA5 Co-Investment IV LP | 2021-03-29 | 0.1 | |
| HF | Houston BBP LP | [2020-03-26] | 0.0 | 410.8 |
| RE | LVA5 Co-Investment III LP | [2020-03-26] | 0.0 | 0.0 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 | 22 | 4.3 |
| (g) Pension and profit sharing plans | 1 | 0.1 |
| (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 | 23 | 4.4 |
| By Discretionary | ||
| Discretionary | 22 | 4.3 |
| Non-Discretionary | 1 | 0.1 |
| Total | 23 | 4.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.4 | |
| Total | 23 | 4.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Grant Jackson | 166 | |||
| Georgia Prinsloo | 125 | |||
| Robert Meschi | 121 | |||
| Andrew Bruce | 71 | |||
| John Enerson | 22 | |||
| Andrew Lusk | 15 | |||
| Sachin Grover | 13 | |||
| Bailey Jones | 8 | |||
| Daniel Dubrowski | 22 | |||
| Bryan Sanchez | 18 | |||
| View All | ||||
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