Lionstone Capital Management LLC

RIASEC RegisteredEst. 2012
Total AUM
$570M
Discretionary
$570M
100% of AUM
Avg account
$142M
Accounts
4
Employees
6
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
157603
Registered since
March 11, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Lionstone Capital Management LLC is a privately owned hedge fund manager that provides pooled investment management and selects other advisers for its vehicles. Formed prior to 2012 and organized as an LLC, the firm serves institutional clients and operates with a fee model that combines a percentage of assets under management with performance-based fees. Regulatory filings classify part of its activity as a CPO/CTA and list portfolio management for pooled investment vehicles and adviser selection among its core advisory activities. The firm is not a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Private Funds

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Joshua Loria

    CCO & CFOCRD 5917483

Contacts

1 of 1
  • Leon Lowenstein

    Managing MemberCRD 4872812

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
745 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth