Lionstone Investments

Lionstone Investments (CRD# 160214) is a financial advisory firm headquartered in Houston, TX. They manage $5,925,316,689 in 21 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,925
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $282,157,938
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, TX

Financial Advisors at Lionstone Investments
Showing 1 - 6 of 6 top financial advisors.
1
Andrew J. Bruce
CRD#: 6467223
712 Main Street, Suite 2500, Houston, TX 77002

Andrew Bruce (CRD# 6467223) is an Investment Advisor Representative working at Lionstone Investments in Houston, TX and has 1 year of experience in the finance industry.

2
Daniel R. Dubrowski
CRD#: 6011443
712 Main Street, Suite 2500, Houston, TX 77002

Daniel Dubrowski (CRD# 6011443) is an Investment Advisor Representative working at Lionstone Investments in Houston, TX and has 1 year of experience in the finance industry.

3
John W. Enerson
CRD#: 6011438
712 Main Street, Suite 2500, Houston, TX 77002

John Enerson (CRD# 6011438) is an Investment Advisor Representative working at Lionstone Investments in Houston, TX and has 1 year of experience in the finance industry.

4
Andrew S. Lusk
CRD#: 5376150
712 Main Street, Suite 2500, Houston, TX 77002

Andrew Lusk (CRD# 5376150) is an Investment Advisor Representative working at Lionstone Investments in Houston, TX and has 1 year of experience in the finance industry.

5
Bryan B. Sanchez
CRD#: 6774913
712 Main Street, Suite 2500, Houston, TX 77002

Bryan Sanchez (CRD# 6774913) is an Investment Advisor Representative working at Lionstone Investments in Houston, TX and has 1 year of experience in the finance industry.

6
Alexandra D. Friedman
CRD#: 7369914
712 Main Street, Suite 2500, Houston, TX 77002

Alexandra Friedman (CRD# 7369914) is an Investment Advisor Representative working at Lionstone Investments in Houston, TX and has over 2 years of experience in the finance industry.

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