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Building 2LIONSTONE INVESTMENTS

Map pinBOSTON, MA
Phone8002252365
NotebookSEC #801-73009
Total AUM
$224.4M
Employees
3
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
290 CONGRESS STREET
BOSTON
MA 02210
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
8002252365

ReceiptFinancials

Total AUM
$224.4M
Accounts
1
Discretionary
$224.4M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
1
AUM
$224.4M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ACQUISITION / DISPOSITION / LEASING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
MATX

HandshakeAffiliates

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Affiliates
Reported 24 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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