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LIONSTONE INVESTMENTS

LIONSTONE PARTNERS, LLC

CRD 160214 · SEC 801-73009

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290 CONGRESS STREET, BOSTON, MA, 02210, United States

Phone

8002252365

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$224.4M

Discretionary AUM

$224.4M

Team

3 total employees; 0 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; ACQUISITION / DISPOSITION / LEASING FEES

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pension/profit sharing plans1$224.4M

States served

MA, TX

All web addresses on file

Official SEC filing: View on IAPD