Lionstone Partners LLC

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Lionstone Partners LLC ✚
CRD #	160214
SEC #	801-73009
CIK #
AUM	224.4 M (2026-03-26)
Employees	3 (0% Investors, 0% Brokers)
Fees
Minimum
Phone	800-225-2365
Address	290 Congress Street Boston, MA 02210
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
HF	Lionstone RDP St Albans Investors LP	[2023-09-25]		99.1 M
	Filed 2023-05-30 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
HF	Lionstone RDP Co-Investment Fund I LP	2023-04-26		0.1 M
HF	Lionstone RDP Tower V Investors LP	[2022-07-15]		118.3 M
	Filed 2022-06-08 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
HF	Lionstone RDP PCS Phase I Investors LP	2022-02-23		114.1 M
HF	Lionstone Raleigh Development Partners LP	[2021-10-29]	48.6 M	25.9 M
	Offered $70,000,000 · Filed 2022-06-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(7) · Remaining $21,350,000 · Duration One year or less · Net Assets Decline to Disclose
HF	Lionstone RDP Channel House Investors LP	[2021-10-29]	24.0 M	71.4 M
	Filed 2022-08-18 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
HF	Lionstone RDP Platform Investors LP	[2021-10-29]	48.8 M	159.6 M
	Filed 2022-06-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE	LVA5 Co-Investment IV LP	2021-03-29		0.1 M
RE	LVA5 Co-Investment III LP	[2020-03-26]		0.0 M
	Offered $100,000,000 · Filed 2018-11-06 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(7) · Remaining $100,000,000 · Duration One year or less · Net Assets Decline to Disclose
RE	Lionstone US Value-Add Five LP	[2019-03-28]	220.0 M	997.8 M
	Offered $600,000,000 · Filed 2019-10-30 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(7) · Remaining $380,000,000 · Duration One year or less · Net Assets Decline to Disclose
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
Andrew Bruce	Executive Officer	72	4
John Enerson	Executive Officer	22	4
Andrew Lusk	Executive Officer	15	4
Sachin Grover	Executive Officer	13	4
Daniel Dubrowski	Executive Officer	22	3
Bryan Sanchez	Executive Officer	18	3
Glenn Lowenstein	Executive Officer	17	3
Jane Page	Director, Executive Officer	13	3
Thomas Bacon	Executive Officer	13	3
Tom Paterson	Executive Officer	11	3
View All

Firm Profile (Form ADV)
Discretionary AUM	$1.9B
Serves	Institutional
Fund Types	Hedge Fund, Real Estate
LEI	NONE

Comparable Firms	State	AUM
Lucerne Capital Management LP ✚	CT	364.6 M
Galaxy Investment Management LLC ✚	NY	323.8 M
Commonwealth Asset Management LP ✚	CA	295.7 M
Fairview Asset Management LLC ✚	PR	256.0 M
Fairview Partners Investment Management LLC ✚	WA	256.0 M
Wasatch Investment Fund Manager LLC ✚	UT	254.6 M
Phorcys Capital Partners LLC ✚	GA	191.5 M
ACA II Advisors LLC ✚	CT	191.4 M
Leste USA LLC ✚	FL	126.3 M
Vulpes Investment Management Private Limited ✚		96.5 M

Lionstone Partners LLC

Assets, Funds, Holdings