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 an SEC-registered hedge fund manager organized as an LLC and in operation since 2012. The firm serves institutional clients and operates as a commodity pool operator/commodity trading advisor (CPO/CTA). Its advisory work focuses on managing pooled investment vehicles and selecting other advisers. Compensation combines a percentage-of-AUM component with performance-based fees. Lionstone is not flagged as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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