Lionstone Partners, Llc
- Regulatory AUM
- $224M
- Discretionary
- $224M
- Clients
- 1
- Avg AUM / client
- $224M
- Accounts
- 1
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 1 | $224M | 100.0% |
Private funds (22)
View all →Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $4.3B combined gross assets
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bruce, Andrew, James | Chief Financial Officer & Chief Operating Officer | Dec 2019 (7y) | Less than 5% | |
| Jhanji, Shweta | Treasurer | Jan 2020 (7y) | Less than 5% | |
| Jones, Stephen, Bailey | Head Of Acquisitions | Jun 2021 (5y) | Less than 5% | |
| Nordby, Hans, Gunnar | Head Of Research And Analytics | Oct 2022 (4y) | Less than 5% | |
| Castaneda, Samantha, Jean | Chief Compliance Officer | Apr 2023 (3y) | Less than 5% | |
| Liu, Sean | Chief Legal Officer | Apr 2023 (3y) | Less than 5% | |
| Rowell, Richard, Dana | Head Of Valuations And Co Head Of Investment Risk | Apr 2023 (3y) | Less than 5% | |
| Bennett, Stewart, Nmn | Interim Chief Executive Officer | Oct 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Columbia Management Investment Advisers, Llc | Managing Member | Nov 2017 | A | 75% or more |
| Ameriprise Financial, Inc. | Managing Member | May 2010 | B | ≈ 56.25% – 100% via Columbia Management Investment Advisers, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ameriprise Financial, Inc.: 75% – 100% of Columbia Management Investment Advisers, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (22, $4.3B gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 2.44 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • ACQUISITION / DISPOSITION / LEASING FEES
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗