Form D · Hedge Fund

Lionstone Insurance Fund, LP

New York, NY · CIK 0001413463

Offering snapshot reported Sep 23, 2026 · SEC filing

Reported sold
$148M
Indefinite offering
Investors reported
16
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Oct 1, 2004
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$74.1M$148MMar 16, 2009: $118,851,044.00Mar 16, 2009Mar 3, 2010: $122,860,308.00Mar 3, 2011: $122,995,757.00Mar 2, 2012: $126,245,757.00Mar 1, 2013: $126,249,418.00Oct 16, 2013: $106,213,442.00Mar 3, 2014: $148,140,573.00Mar 3, 2015: $148,140,573.00Feb 25, 2016: $148,140,573.00Feb 24, 2017: $148,145,573.00Feb 23, 2018: $148,145,573.00Feb 22, 2019: $148,150,282.00Feb 21, 2020: $148,150,282.00Feb 22, 2021: $148,150,282.00Feb 22, 2022: $148,171,350.00Sep 22, 2022: $148,171,350.00Sep 22, 2023: $148,171,350.00Sep 23, 2024: $148,171,350.00Sep 23, 2025: $148,171,350.00Sep 23, 2026: $148,171,350.00Sep 23, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 23, 2026Amendment$148,171,350$0vs Sep 23, 202516SEC filing
Sep 23, 2025Amendment$148,171,350$0vs Sep 23, 202416SEC filing
Sep 23, 2024Amendment$148,171,350$0vs Sep 22, 202316SEC filing
Sep 22, 2023Amendment$148,171,350$0vs Sep 22, 202216SEC filing
Sep 22, 2022Amendment$148,171,350$0vs Feb 22, 202216SEC filing
Feb 22, 2022Amendment$148,171,350$21,068vs Feb 22, 202116SEC filing
Feb 22, 2021Amendment$148,150,282$0vs Feb 21, 202016SEC filing
Feb 21, 2020Amendment$148,150,282$0vs Feb 22, 201916SEC filing
Feb 22, 2019Amendment$148,150,282$4,709vs Feb 23, 201816SEC filing
Feb 23, 2018Amendment$148,145,573$0vs Feb 24, 201716SEC filing
Feb 24, 2017Amendment$148,145,573$5,000vs Feb 25, 201616SEC filing
Feb 25, 2016Amendment$148,140,573$0vs Mar 3, 201516SEC filing
Mar 3, 2015Amendment$148,140,573$0vs Mar 3, 201416SEC filing
Mar 3, 2014Amendment$148,140,573$41,927,131vs Oct 16, 201316SEC filing
Oct 16, 2013Amendment$106,213,442-$20,035,976vs Mar 1, 201310SEC filing
Mar 1, 2013Amendment$126,249,418$3,661vs Mar 2, 201214SEC filing
Mar 2, 2012Amendment$126,245,757$3,250,000vs Mar 3, 201114SEC filing
Mar 3, 2011Amendment$122,995,757$135,449vs Mar 3, 201014SEC filing
Mar 3, 2010Amendment$122,860,308$4,009,264vs Mar 16, 200914SEC filing
Mar 16, 2009Amendment$118,851,044No comparisonNot reportedSEC filing
Sep 21, 2007PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-109009
Min. investment reflected in Item 11 subject to waiver, reduction or change in the sole discretion of the General Partner. Item 13 includes $41,617,716 in sales to foreign investors. Total Investors in Item 14 includes 6 foreign investors.

Source: Form D, filed Sep 23, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

LIONSTONE INSURANCE FUND, LP

Investment adviser: LIONSTONE CAPITAL MANAGEMENT LLC

Gross asset value
$115M
Beneficial owners
5
ADV minimum commitment
$1M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LTD. HAMILTON, Bermuda
Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LTD.
PCAOB 1277

CITIBANK, N.A.
LEI E57ODZWZ7FF32TWEFA76

CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177

Filing source

Form ADV 2086084 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-2476720729

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A N/A Lionstone Capital Management Llc Promoter
N/A N/A Lionstone Gp, Llc Promoter
Lee Lowenstein Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Lionstone Gp, Llc 745 Fifth Avenue, 16 Th Floor
New York, NY, 10151