PPrivate Fund Data Log in Join · $37/mo

Lionstone Partners, LLC

● SEC registered since 2012CRD 160214SEC# 801-73009Houston, TX
Export (members)
Ranks #1,176 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$4.54B
Fund GAV
$4.43B
Private funds
22
Employees
52
Accounts
23
Location
Houston, TX

Lionstone Partners, LLC assets under management

Lionstone Partners, LLC operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2012. It reports $4.5 billion in regulatory assets under management and employs 52 people. Lionstone Partners, LLC manages 22 private funds with combined gross assets of $4.4 billion, including Lionstone Oregon Real Estate One, L.P. By regulatory assets, it ranks 1,176 of 5,911 private fund managers.

Lionstone Partners, LLC private funds

22 funds · $4.43B GAV
FundTypeGross assetsMin.
Lionstone Oregon Real Estate One, L.P.Hedge$1.06B
Lionstone U.S. Value-Add Five, L.P.Real Estate$997.8M
Lionstone U.S. Value-Add Four, L.P.Real Estate$716.1M
See all 22 funds — unlock the full record.
Join to unlock · $37/mo

Lionstone Partners, LLC owners & executives

5 reported
NameTitleOwnershipSince
Columbia Management Investment Advisers, LLC ControlManaging MemberOver 75%2017
Lee A Faria ControlChief Compliance OfficerUnder 5%2025
Shweta Jhanji ControlTreasurerUnder 5%2020
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Lionstone Partners, LLC manage?

Lionstone Partners, LLC reports $4.5 billion in regulatory assets under management on its Form ADV.

How many private funds does Lionstone Partners, LLC manage?

Lionstone Partners, LLC manages 22 private funds with combined gross assets of $4.4 billion.

How many employees does Lionstone Partners, LLC have?

Lionstone Partners, LLC reports 52 employees.

Where is Lionstone Partners, LLC located?

Lionstone Partners, LLC is based in Houston, TX and has been SEC-registered since 2012.

Does Lionstone Partners, LLC disclose fund performance?

Lionstone Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address712 Main Street, Suite 2500, Houston, TX 77002
Phone8002252365
Office hours8:00a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$4.43B
Non-discretionary$106.9M
Total (RAUM)$4.54B

Service providers