Lionstone Investments
Lionstone Investments is an SEC-registered asset manager in Houston, TX with $224.4M assets under management (AUM, regulatory AUM), -95% over one year. See who owns Lionstone Investments: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 160214, SEC 801-73009, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $224.4M (2026-03-26)
- Firm type
- Asset Manager
- Location
- Houston, TX
- Employees
- 3
- Clients
- 1
- CRD
- 160214
- Ownership
- Dubrowski, Daniel, Raymond; Paterson, Thomas, Patrick; Lusk, Andrew, Stephen; COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC; Jhanji, Shweta
How much AUM does Lionstone Investments have?
Lionstone Investments reported $224.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Lionstone Investments?
Disclosed owners and executives of Lionstone Investments include Dubrowski, Daniel, Raymond, Paterson, Thomas, Patrick, Lusk, Andrew, Stephen, COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC, Jhanji, Shweta. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.