Investment adviser · CRD 160214
LIONSTONE INVESTMENTS
Investment adviser filing (IA)
LIONSTONE PARTNERS, LLC
BOSTON, MA, United States · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $224M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 0 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 1 | $224,400,264 | 100.0% |
Filing source
Form ADV 2073338 · Mar 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
25 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
LIONSTONE COMMERCIAL REAL ESTATE ALPHA DRIVER PARTNERS, L.P.Hedge Fund · Last reported Mar 26, 2026$224MGross asset value
Form D fundraising filings
Lionstone Cash Flow Real Estate Partners One, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PRICEWATERHOUSECOOPERS
PCAOB 238
AMEGY BANK
LEI XY18PUSROVLI5YR2I431
BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27
JPMORGAN CHASE BANK
LEI 7H6GLXDRUGQFU57RNE97
WELLS FARGO BANK
LEI KB1H1DSPRFMYMCUFX
Fund details & source
- Fund ID
- 805-5257874343
- Reported beneficial owners
- 2
- Minimum commitment
- $25M
- Form D file number
- 021-142194
Form ADV 2073338 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LIONSTONE OREGON REAL ESTATE ONE, L.P.Hedge Fund · Last reported Aug 1, 2025$1.06BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PRICEWATERHOUSECOOPERS
PCAOB 238
AMEGY BANK
LEI XY18PUSROVLI5YR2I431
BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27
DOLLAR BANK
LEI 549300MSU5WVAU42N645
JPMORGAN CHASE BANK
LEI 7H6GLXDRUGQFU57RNE97
WELLS FARGO BANK
LEI KB1H1DSPRFMYMCUFXT09
Fund details & source
- Fund ID
- 805-4015816790
- Reported beneficial owners
- 2
- Minimum commitment
- $0
Form ADV 2005906 · Aug 1, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LIONSTONE U.S. VALUE-ADD FIVE, L.P.Real Estate Fund · Last reported Aug 1, 2025$998MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PRICEWATERHOUSECOOPERS
PCAOB 238
BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27
JP MORGAN CHASE
LEI 7H6GLXDRUGQFU57RNE97
PNC BANK
LEI AD6GFRVSDT01YPT1CS68
TRUIST BANK
LEI JJKC32MCHWDI71265Z06
WELLS FARGO BANK
LEI KB1H1DSPRFMYMCUFXT09
Fund details & source
- Fund ID
- 805-1584384599
- Reported beneficial owners
- 7
- Minimum commitment
- $0
- Form D file number
- 021-325162
Form ADV 2005906 · Aug 1, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LIONSTONE U.S. VALUE-ADD FOUR, L.P.Real Estate Fund · Last reported Aug 1, 2025$716MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PRICEWATERHOUSECOOPERS
PCAOB 238
AMEGY BANK
LEI XY18PUSROVL15YR2I431
BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27
CANADIAN IMPERIAL BANK OF COMMERCE
LEI 2IGI19DL770XOHC3ZE78
DOLLAR BANK
LEI 549300MSU5WVAU4ZN645
JPMORGAN CHASE BANK
LEI 7H6GLXDRUGQFU57RNE97
PNC BANK
LEI AD6GFRVSDT01YPT1CS68
WELLS FARGO BANK
LEI KB1H1DSPRFMYMCUFX
Fund details & source
- Fund ID
- 805-2649676788
- Reported beneficial owners
- 4
- Minimum commitment
- $0
- Form D file number
- 021-247459
Form ADV 2005906 · Aug 1, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HOUSTON BBP, LPHedge Fund · Last reported Aug 1, 2025$430MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PRICEWATERHOUSECOOPERS
PCAOB 238
BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27
Fund details & source
- Fund ID
- 805-4623381927
- Reported beneficial owners
- 1
- Minimum commitment
- $25M
- Form D file number
- 021-335848
Form ADV 2005906 · Aug 1, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LIONSTONE RDP PLATFORM INVESTORS, L.P.Hedge Fund · Last reported Aug 1, 2025$160MGross asset value
Form D fundraising filings
LIONSTONE RDP PLATFORM INVESTORS, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PRICEWATERHOUSECOOPERS
PCAOB 238
BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27
Fund details & source
- Fund ID
- 805-1843101590
- Reported beneficial owners
- 6
- Minimum commitment
- $0
- Form D file number
- 021-403842
Form ADV 2005906 · Aug 1, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LIONSTONE RDP TOWER V INVESTORS, L.P.Hedge Fund · Last reported Aug 1, 2025$118MGross asset value
Form D fundraising filings
LIONSTONE RDP TOWER V INVESTORS, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PRICEWATERHOUSECOOPERS
PCAOB 238
BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27
Fund details & source
- Fund ID
- 805-3109404646
- Reported beneficial owners
- 6
- Minimum commitment
- $0
- Form D file number
- 021-448443
Form ADV 2005906 · Aug 1, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 26, 2026. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
290 CONGRESS STREETBOSTON, MA, 02210, United States
CRD 160214
Filing source
Form ADV 2073338 · Mar 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.