LIONSTONE CAP MGMT LLC Overview
Lionstone Cap Mgmt Llc is a hedge fund that manages 393.5 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/13 to 03/31/17. The fund's latest filing disclosed 174MM in positions, representing 44% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/13 to 03/31/17. The fund's latest filing disclosed 174MM in positions, representing 44% of the manager's regulatory AUM.
LIONSTONE CAP MGMT LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LIONSTONE CAP MGMT LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| FSV | 18.23% | Financials | 10.31% | 1.31% | 6 | 1% | ||
| SP | 12.73% | Cons. Disc. | -4.15% | -0.96% | 6 | 4% | ||
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FEATURED IN
LIONSTONE CAP MGMT LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Leon Lowenstein | Managing Member | June-2004 |
| Joshua Loria | Cco | March-2012 |
| Leon Lowenstein | Managing Member - Lionstone Gp, Llc (Relying Adviser) | August-2004 |
| Aaron B. Walsh | Cfo | December-2011 |
LIONSTONE CAP MGMT LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
LIONSTONE CAP MGMT LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Fund of Funds
The investment objective of the Fund of Funds is to generate consistent and attractive absolute returns with reduced market risk compared to directional strategies. The Fund of Funds will invest with a group of private investment managers who manage investment vehicles which employ diversified investment styles and strategies.
6
Lionstone Capital Management LLC Form ADV Part 2A
Lionstone selects Portfolio Managers based on an in-depth analysis of the investment techniques used, the organization of the management firm and the individuals at the firm. Lionstone undertakes a number of direct meetings with key representatives of the firm and researches the background and operational aspects of the firm. The process focuses on philosophy and methodology with the goal of coming to a complete understanding ...
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Fund of Funds
The investment objective of the Fund of Funds is to generate consistent and attractive absolute returns with reduced market risk compared to directional strategies. The Fund of Funds will invest with a group of private investment managers who manage investment vehicles which employ diversified investment styles and strategies.
6
Lionstone Capital Management LLC Form ADV Part 2A
Lionstone selects Portfolio Managers based on an in-depth analysis of the investment techniques used, the organization of the management firm and the individuals at the firm. Lionstone undertakes a number of direct meetings with key representatives of the firm and researches the background and operational aspects of the firm. The process focuses on philosophy and methodology with the goal of coming to a complete understanding ...
Unlock Full Investment Process Description
LIONSTONE CAP MGMT LLC Portfolio Concentration
LIONSTONE CAP MGMT LLC Location
CARNEGIE HALL TOWER
152 WEST 57TH STREET FLOOR 36
NEW YORK, New York
UNITED STATES, 10019
152 WEST 57TH STREET FLOOR 36
NEW YORK, New York
UNITED STATES, 10019
LIONSTONE CAP MGMT LLC Contact Information
Phone Number: 1-212-207-8001
Fax Number: 1-212-207-3137
Website: null
Fax Number: 1-212-207-3137
Website: null
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