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Lionstone Partners, LLC

● SEC registered since 2012CRD 160214SEC# 801-73009Boston, MA
Export (members)
Ranks #4,989 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$224.4M
Fund GAV
$224.4M
Private funds
1
Employees
3
Accounts
1
Location
Boston, MA

Lionstone Partners, LLC assets under management

Lionstone Partners, LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2012. It reports $224.4 million in regulatory assets under management and employs 3 people. Lionstone Partners, LLC manages 1 private fund with combined gross assets of $224.4 million, including Lionstone Commercial Real Estate Alpha Driver Partners, L.P. By regulatory assets, it ranks 4,989 of 6,004 private fund managers.

Lionstone Partners, LLC private funds

1 funds · $224.4M GAV
FundTypeGross assetsMin.
Lionstone Commercial Real Estate Alpha Driver Partners, L.P.Hedge$224.4M$25M

Lionstone Partners, LLC owners & executives

5 reported
NameTitleOwnershipSince
Columbia Management Investment Advisers, LLC ControlManaging MemberOver 75%2017
Lee A Faria ControlChief Compliance OfficerUnder 5%2025
Shweta Jhanji ControlTreasurerUnder 5%2020
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Frequently asked questions

How much does Lionstone Partners, LLC manage?

Lionstone Partners, LLC reports $224.4 million in regulatory assets under management on its Form ADV.

How many private funds does Lionstone Partners, LLC manage?

Lionstone Partners, LLC manages 1 private funds with combined gross assets of $224.4 million.

How many employees does Lionstone Partners, LLC have?

Lionstone Partners, LLC reports 3 employees.

Where is Lionstone Partners, LLC located?

Lionstone Partners, LLC is based in Boston, MA and has been SEC-registered since 2012.

Does Lionstone Partners, LLC disclose fund performance?

Lionstone Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address290 Congress Street, Boston, MA 02210
Phone8002252365
Office hours8:00a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$224.4M▼ 95%
Mar '25 — $4.54BApr '25 — $4.54BMay '25 — $4.54BJun '25 — $4.54BJul '25 — $4.54BAug '25 — $4.54BSep '25 — $4.54BOct '25 — $4.54BNov '25 — $4.54BDec '25 — $4.54BJan '26 — $4.54BFeb '26 — $4.54BMar '26 — $224.4MApr '26 — $224.4MMay '26 — $224.4MJun '26 — $224.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
AUM vs fund managersTop 83%
Larger than 17% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$224.4Mregulatory AUM
Discretionary $224.4M

Service providers

Auditor