LIONSTONE INVESTMENTS

RIASEC RegisteredEst. 2012
Total AUM
$224M
Discretionary
$224M
100% of AUM
Avg account
$224M
Accounts
1
Employees
3
Advisory reps
3

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
160214
Registered since
January 10, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pension & Profit Sharing Plans100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lionstone Investments is a privately held LLC that operates as a hedge fund manager and adviser to pooled investment vehicles and institutional clients. The firm is SEC-registered since 2012 and lists its business activities to include acting as a commodity pool operator or commodity trading advisor (CPO/CTA) and providing portfolio management for pooled vehicles and for businesses or institutions. Its client base is institutional, and its compensation mix includes both percentage-of-AUM fees and performance-based fees. The firm does not identify as an active ESG investor and is recorded as a related adviser to other entities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • LEE FARIA

    Chief Compliance Officer & Vice PresidentCRD 5776595

Contacts

2 of 2
  • Shweta Jhanji

    SVPCRD 5283637

  • STEWART BENNETT

    DirectorCRD 7501621

Wealth teams

FINTRX

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

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
290 Congress St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth