LIONSTONE INVESTMENTS
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
1 of 1LEE FARIA
Chief Compliance Officer & Vice PresidentCRD 5776595
Contacts
2 of 2Shweta Jhanji
SVPCRD 5283637
STEWART BENNETT
DirectorCRD 7501621
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
WINCAP FINANCIAL LLC
RIABOSTON, MA
COLRAIN CAPITAL LLC
RIABOSTON, MA
OT MANAGEMENT, LLC
RIABOSTON, MA
JMC MANAGEMENT, LLC
RIABOSTON, MA
MASON CAPITAL PARTNERS
RIABOSTON, MA
BAIN CAPITAL PUBLIC EQUITY, LP
RIABOSTON, MA