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LIONSTONE INVESTMENTS
Legal name: LIONSTONE PARTNERS, LLC
CRD 160214File 801-73009
APPROVED
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 31, 2026
Regulatory AUM
$224.4M
Below cohort median (national)
Discretionary AUM
$224.4M
Clients
1
1 accounts
Employees
3
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 10, 2012
- Principal office
- 290 CONGRESS STREET, BOSTON, MA, 02210
- Phone
- 8002252365
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $224.4M
- Discretionary AUM
- $224.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1
- Non-discretionary accounts
- 0
- Total accounts
- 1
- AUM per client
- $224.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 1 | $224.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ACQUISITION / DISPOSITION / LEASING FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 52 | 3 | decreased by49 |
| Apr 1, 2026 | Clients | 23 | 1 | decreased by22 |
| Apr 1, 2026 | AUM | $4,537,609,194 | $224,400,264 | decreased by$4,313,208,930 |
| Apr 1, 2026 | Accounts | 23 | 1 | decreased by22 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 56 | 52 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 20 | 23 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,161,796,430 | $4,537,609,194 | decreased by$1,624,187,236 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 20 | 23 | increased by3 |
| Apr 1, 2022 | Employees | 59 | 56 | decreased by3 |
| Apr 1, 2022 | Clients | 16 | 20 | increased by4 |
| Apr 1, 2022 | AUM | $5,344,665,288 | $6,161,796,430 | increased by$817,131,142 |
| Apr 1, 2022 | Accounts | 16 | 20 | increased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LIONSTONE INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LIONSTONE INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.