Lionstone Investments

Evidence PackPROIndependent

Private EquityHOUSTON, TX, US Website

AUM

$4537.6T

Ownership

independent

Stakeability

50 / LOW

Priority

Tier

Employees

Lionstone Investments is an independent general partner specializing in real estate investments.

SEC RegisteredFund PerformanceBDC ExposureTeam DataRegulatory

Coverage

42%

Adaptive profile: standard

Signals present

5/12

SEC / ADVFund Performance(50)BDC Exposure(20)13F Holders(0)Team(30)ILS Deals(0)Regulatory(25)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(0)

Data Freshness

Recent Changes

Stakeability Breakdown

50 / 100

Fund PerformanceAUM growth and fundraising track record

Team StabilityLeadership continuity and key person risk

Market PositionBrand strength and competitive positioning

Succession ReadinessNext-gen leadership and governance structure

Transaction FeasibilityLikelihood of a stake transaction

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IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number

160214

SEC File Number

801-73009

Registration Type

Registered

Filing Date

Aug 1, 2025

Employee Count

N/A

Discretionary AUM

$4.4B

Private Funds

PE Funds

N/A

VC Funds

N/A

RE Funds

Hedge Funds

Gross Assets (Private)

$4.4B

Source: SEC IAPD