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CRD 157603
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| LIONSTONE GLOBAL SPECIAL SITUATIONS FUND, L.P. | Hedge Fund | $404M | Mar 29, 2024 | 39 | Feb 14, 2012 | reported | 021-107672 |
| LIONSTONE FUND, LP | Hedge Fund | $119M | Mar 29, 2024 | 23 | Feb 14, 2012 | reported | 021-74987 |
| LIONSTONE INSURANCE FUND, LP | Hedge Fund | $95.0M | Mar 29, 2024 | 5 | Feb 14, 2012 | reported | 021-109009 |
| LIONSTONE IDF II, A SEGREGATED ACCOUNT OF LIONSTONE IDF LTD. | Hedge Fund | $78.3M | Mar 28, 2018 | 0 | Feb 14, 2012 | dropped | n/a |
| LIONSTONE IDF LTD. | Hedge Fund | $50.0M | Mar 31, 2023 | 9 | Mar 29, 2019 | reported | n/a |
| LIONSTONE FUND, LTD. | Hedge Fund | $41.1M | Mar 29, 2024 | 12 | Feb 14, 2012 | reported | 021-84401 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| LORIA, JOSHUA, VINCENT | CHIEF COMPLIANCE OFFICER & COMPLIANCE, OPERATIONS & FINANCE | Na | yes | 03/2012 | Feb 14, 2012 | Mar 29, 2024 |
| LOWENSTEIN, LEON, (NMN) | MANAGING MEMBER - LIONSTONE GP, LLC (RELYING ADVISER) | E | yes | 08/2004 | Feb 14, 2012 | Mar 29, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $570M | $570M | 6 | 4 | 0 | 4 | n/a |
| 2024 | Mar 28, 2025 | $520M | $520M | 6 | 4 | 0 | 4 | n/a |
| 2023 | Mar 29, 2024 | $485M | $485M | 6 | 5 | 0 | 4 | $659M |
| 2022 | Mar 31, 2023 | $439M | $439M | 6 | 5 | 0 | 5 | $673M |
| 2021 | Mar 30, 2022 | $570M | $570M | 6 | 5 | 0 | 5 | $979M |
| 2020 | Mar 31, 2021 | $508M | $508M | 5 | 3 | 0 | 5 | $836M |
| 2019 | Mar 26, 2020 | $403M | $403M | 8 | 5 | 0 | 5 | $626M |
| 2018 | Mar 29, 2019 | $365M | $365M | 10 | 7 | 0 | 5 | $565M |
| 2017 | Mar 28, 2018 | $389M | $389M | 7 | 4 | 0 | 5 | $606M |
| 2016 | Mar 29, 2017 | $368M | $368M | 8 | 5 | n/a | 5 | $567M |
| 2015 | Mar 29, 2016 | $374M | $374M | 9 | 5 | n/a | 5 | $576M |
| 2014 | Mar 25, 2015 | $394M | $394M | 8 | 5 | n/a | 5 | $591M |
| 2013 | Mar 28, 2014 | $414M | $414M | 10 | 5 | n/a | 5 | $610M |
| 2012 | Mar 27, 2013 | $355M | $355M | 8 | 5 | n/a | 5 | $504M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $570M | $520M | 9.6% | $439M | 9.1% | 6 | 6 | 0 | 0 |