LIONSTONE PARTNERS, LLC
Legal name: LIONSTONE INVESTMENTS
CRD #160214 SEC #801-73009 HOUSTON, TX 713-533-5860
SEC Registered Private Funds
Total AUM
$4.5B
Discretionary
$4.4B
Employees
52
Clients
--
Accounts
23
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $4.5B | $4.4B | $106.9M | 52 | 0 |
| Apr 2025 | $4.5B | $4.4B | $106.9M | 52 | 0 |
| Mar 2025 | $4.5B | $4.4B | $106.9M | 52 | 0 |
| Oct 2024 | $4.4B | $4.3B | $123.5M | 67 | 0 |
| Jun 2024 | $4.4B | $4.3B | $123.5M | 67 | 0 |
| Apr 2024 | $4.4B | $4.3B | $123.5M | 67 | 0 |
| Mar 2024 | $4.4B | $4.3B | $123.5M | 67 | 0 |
| Jan 2024 | $5.9B | $5.8B | $143M | 62 | 0 |
| Nov 2023 | $5.9B | $5.8B | $143M | 62 | 0 |
| Sep 2023 | $5.9B | $5.8B | $143M | 62 | 0 |
| Apr 2023 | $5.9B | $5.8B | $143M | 62 | 0 |
| Mar 2023 | $5.9B | $5.8B | $143M | 62 | 0 |
| Nov 2022 | $6.2B | $6B | $146.9M | 56 | 0 |
| Sep 2022 | $6.2B | $6B | $146.9M | 56 | 0 |
| Jul 2022 | $6.2B | $6B | $146.9M | 56 | 0 |
| Apr 2022 | $6.2B | $6B | $146.9M | 56 | 0 |
| Mar 2022 | $6.2B | $6B | $146.9M | 56 | 0 |
| Feb 2022 | $5.3B | $5.2B | $135.6M | 59 | 0 |
| Oct 2021 | $5.3B | $5.2B | $135.6M | 59 | 0 |
| Jul 2021 | $5.3B | $5.2B | $135.6M | 59 | 0 |
| Jun 2021 | $5.3B | $5.2B | $135.6M | 59 | 0 |
| Apr 2021 | $5.3B | $5.2B | $135.6M | 59 | 0 |
| Mar 2021 | $5.3B | $5.2B | $135.6M | 59 | 0 |
| Sep 2020 | $5B | $4.9B | $141.1M | 60 | 0 |
| May 2020 | $5B | $4.9B | $141.1M | 60 | 0 |
| Mar 2020 | $5B | $4.9B | $141.1M | 60 | 0 |
| Feb 2020 | $4.2B | $4B | $133.5M | 60 | 0 |
| Jan 2020 | $4.2B | $4B | $133.5M | 60 | 0 |
| Sep 2019 | $4.2B | $4B | $133.5M | 60 | 0 |
| Sep 2019 | $4.2B | $4B | $133.5M | 60 | 0 |
| Jun 2019 | $4.2B | $4B | $133.5M | 60 | 0 |
| Mar 2019 | $4.2B | $4B | $133.5M | 60 | 0 |
| Oct 2018 | $3.5B | $3.4B | $134.2M | 58 | 0 |
| Mar 2018 | $3.5B | $3.4B | $134.2M | 58 | 0 |
| Jan 2018 | $3.4B | $3.3B | $132.6M | 52 | 0 |
| Nov 2017 | $3.4B | $3.3B | $132.6M | 52 | 0 |
| Mar 2017 | $3.4B | $3.3B | $131.9M | 52 | 11 |
| Aug 2016 | $3.1B | $2.9B | $127.3M | 36 | 11 |
| Mar 2016 | $3.1B | $2.9B | $127.3M | 36 | 11 |
| Feb 2016 | $2.1B | $1.8B | $386.6M | 35 | 11 |
| Nov 2015 | $2.1B | $1.8B | $386.6M | 35 | 11 |
| Nov 2015 | $2.1B | $1.8B | $386.6M | 35 | 11 |
| Mar 2015 | $2.1B | $1.8B | $386.6M | 35 | 11 |
| Feb 2015 | $1.9B | $1.8B | $100M | 36 | 1 |
| Mar 2014 | $1.9B | $1.8B | $100M | 36 | 1 |
| Apr 2013 | $2B | $1.9B | $96M | 30 | 1 |
| Mar 2012 | $1.8B | $1.7B | $90M | -- | 1 |
| Dec 2011 | $1.8B | $1.7B | $90M | -- | 1 |
DateAug 2025
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$106.9M
Employees52
Clients0
DateApr 2025
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$106.9M
Employees52
Clients0
DateMar 2025
Total AUM$4.5B
Discretionary$4.4B
Non-Disc.$106.9M
Employees52
Clients0
DateOct 2024
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$123.5M
Employees67
Clients0
DateJun 2024
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$123.5M
Employees67
Clients0
DateApr 2024
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$123.5M
Employees67
Clients0
DateMar 2024
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$123.5M
Employees67
Clients0
DateJan 2024
Total AUM$5.9B
Discretionary$5.8B
Non-Disc.$143M
Employees62
Clients0
DateNov 2023
Total AUM$5.9B
Discretionary$5.8B
Non-Disc.$143M
Employees62
Clients0
DateSep 2023
Total AUM$5.9B
Discretionary$5.8B
Non-Disc.$143M
Employees62
Clients0
DateApr 2023
Total AUM$5.9B
Discretionary$5.8B
Non-Disc.$143M
Employees62
Clients0
DateMar 2023
Total AUM$5.9B
Discretionary$5.8B
Non-Disc.$143M
Employees62
Clients0
DateNov 2022
Total AUM$6.2B
Discretionary$6B
Non-Disc.$146.9M
Employees56
Clients0
DateSep 2022
Total AUM$6.2B
Discretionary$6B
Non-Disc.$146.9M
Employees56
Clients0
DateJul 2022
Total AUM$6.2B
Discretionary$6B
Non-Disc.$146.9M
Employees56
Clients0
DateApr 2022
Total AUM$6.2B
Discretionary$6B
Non-Disc.$146.9M
Employees56
Clients0
DateMar 2022
Total AUM$6.2B
Discretionary$6B
Non-Disc.$146.9M
Employees56
Clients0
DateFeb 2022
Total AUM$5.3B
Discretionary$5.2B
Non-Disc.$135.6M
Employees59
Clients0
DateOct 2021
Total AUM$5.3B
Discretionary$5.2B
Non-Disc.$135.6M
Employees59
Clients0
DateJul 2021
Total AUM$5.3B
Discretionary$5.2B
Non-Disc.$135.6M
Employees59
Clients0
DateJun 2021
Total AUM$5.3B
Discretionary$5.2B
Non-Disc.$135.6M
Employees59
Clients0
DateApr 2021
Total AUM$5.3B
Discretionary$5.2B
Non-Disc.$135.6M
Employees59
Clients0
DateMar 2021
Total AUM$5.3B
Discretionary$5.2B
Non-Disc.$135.6M
Employees59
Clients0
DateSep 2020
Total AUM$5B
Discretionary$4.9B
Non-Disc.$141.1M
Employees60
Clients0
DateMay 2020
Total AUM$5B
Discretionary$4.9B
Non-Disc.$141.1M
Employees60
Clients0
DateMar 2020
Total AUM$5B
Discretionary$4.9B
Non-Disc.$141.1M
Employees60
Clients0
DateFeb 2020
Total AUM$4.2B
Discretionary$4B
Non-Disc.$133.5M
Employees60
Clients0
DateJan 2020
Total AUM$4.2B
Discretionary$4B
Non-Disc.$133.5M
Employees60
Clients0
DateSep 2019
Total AUM$4.2B
Discretionary$4B
Non-Disc.$133.5M
Employees60
Clients0
DateSep 2019
Total AUM$4.2B
Discretionary$4B
Non-Disc.$133.5M
Employees60
Clients0
DateJun 2019
Total AUM$4.2B
Discretionary$4B
Non-Disc.$133.5M
Employees60
Clients0
DateMar 2019
Total AUM$4.2B
Discretionary$4B
Non-Disc.$133.5M
Employees60
Clients0
DateOct 2018
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$134.2M
Employees58
Clients0
DateMar 2018
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$134.2M
Employees58
Clients0
DateJan 2018
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$132.6M
Employees52
Clients0
DateNov 2017
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$132.6M
Employees52
Clients0
DateMar 2017
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$131.9M
Employees52
Clients11
DateAug 2016
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$127.3M
Employees36
Clients11
DateMar 2016
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$127.3M
Employees36
Clients11
DateFeb 2016
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$386.6M
Employees35
Clients11
DateNov 2015
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$386.6M
Employees35
Clients11
DateNov 2015
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$386.6M
Employees35
Clients11
DateMar 2015
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$386.6M
Employees35
Clients11
DateFeb 2015
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$100M
Employees36
Clients1
DateMar 2014
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$100M
Employees36
Clients1
DateApr 2013
Total AUM$2B
Discretionary$1.9B
Non-Disc.$96M
Employees30
Clients1
DateMar 2012
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$90M
Employees--
Clients1
DateDec 2011
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$90M
Employees--
Clients1