PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:09 AM ET

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Lee Lowenstein

Named as an officer, director or promoter on SEC Form D filings · NY · Mar 16, 2009 → Sep 23, 2026

6deals (issuers)
$1.33Breported sold
204investors
79Form D filings
2009–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:17 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Lee Lowenstein is listed as an executive officer and director on 79 SEC Form D filings by 6 issuers between Mar 2009 and Sep 2026. Largest by amount reported sold: LIONSTONE GLOBAL SPECIAL SITUATIONS FUND, L.P. (New York, NY — pooled investment fund — 2010–2026; $511.1M reported sold to 58 investors), Lionstone Fund, LP (New York, NY — pooled investment fund — 2009–2026; $447.2M reported sold to 72 investors), Lionstone Fund, Ltd. (Hamilton, Bermuda (as filed: D0) — pooled investment fund — 2009–2026; $160.9M reported sold to 47 investors), Lionstone Insurance Fund, LP (New York, NY — pooled investment fund — 2009–2026; $148.2M reported sold to 16 investors), LIONSTONE FUND III LP (New York, NY — pooled investment fund — 2010–2011; $64.4M reported sold to 11 investors) and 1 more (all listed below).

What this means A repeat sponsor — 6 separate companies raised money with this person listed as executive officer and director, over about 17 years. Across those companies the filings report $1.33B sold in total.

Listed alongside Lionstone Capital Management LLC (56 shared filings, management entity), LIONSTONE GP, LLC (50 shared filings, management entity), James Keyes (19 shared filings), Herbert M. Selzer (13 shared filings), Oskar P. Lewnowski (4 shared filings) and 1 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Lee. Each name links to their own page.

All 6 issuers belong to the sponsor group Lionstone (6 issuers, $1.33B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Lionstone has 6 companies on file and $1.33B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — none found.

What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared the newest 50 of 79 public filings for Lee Lowenstein and found 3 differences: Lee Lowenstein's role changed at Lionstone Fund, Ltd.: director → executive officer, director; Address moved from Hamilton, Bermuda (as filed: D0) to New York, NY; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Lee Lowenstein has not run yet — it is joining a line of 48,067 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:17 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Lee Lowenstein..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:17 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

3 differences found between the filings for Lee Lowenstein (compared the newest 50 of 79 filings on Oct 24, 2026; older filings not covered)

Note · Mar 2, 2012 – Mar 1, 2013

Lee Lowenstein's role changed at Lionstone Fund, Ltd.: director → executive officer, director

The Mar 2, 2012 filing lists Lee Lowenstein as director; the Mar 1, 2013 Form D/A lists executive officer, director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · Mar 2, 2012 ↗Form D/A · Mar 1, 2013 ↗Lee Lowenstein — PartnerFacts page ↗Lionstone Fund, Ltd. — PartnerFacts page ↗
Sources
Note · Mar 3, 2014 – Mar 3, 2015

Address moved from Hamilton, Bermuda (as filed: D0) to New York, NY — Lionstone Fund, Ltd.

The people listed on the Mar 3, 2014 filing give Hamilton, Bermuda (as filed: D0); on the Mar 3, 2015 filing they give New York, NY.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D/A · Mar 3, 2014 ↗Form D/A · Mar 3, 2015 ↗Lionstone Fund, Ltd. — PartnerFacts page ↗
Sources
Note · Mar 16, 2009 – Mar 3, 2010

Address moved from Hamilton Hm 12, Bermuda (as filed: D0) to Hamilton, Bermuda (as filed: D0) — Lionstone Fund, Ltd.

The people listed on the Mar 16, 2009 filing give Hamilton Hm 12, Bermuda (as filed: D0); on the Mar 3, 2010 filing they give Hamilton, Bermuda (as filed: D0).

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D/A · Mar 16, 2009 ↗Form D/A · Mar 3, 2010 ↗Lionstone Fund, Ltd. — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 79 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

0 of 6 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 23, 2026 D/A
Lionstone Insurance Fund, LP
File 021-109009
$0$0$0 (est.)
The terms of the incentive and management fees are fully described in the Issuer's Confidential Private Placement Memorandum.
None listed on this filingEDGAR ↗
Sep 23, 2026 D/A
Lionstone Fund, LP
File 021-74987
$0$0$0 (est.)
The terms of the incentive allocation and management fee are fully described in the Issuer's Confidential Private Placement Memorandum.
None listed on this filingEDGAR ↗
Sep 23, 2026 D/A
Lionstone Fund, Ltd.
File 021-84401
$0$0$0 (est.)
The terms of the incentive and management fees are fully described in the Issuer's Confidential Private Placement Memorandum.
None listed on this filingEDGAR ↗
Sep 23, 2026 D/A
LIONSTONE GLOBAL SPECIAL SITUATIONS FUND, L.P.
File 021-107672
$0$0$0 (est.)
The terms of the incentive allocation and management fee are fully described in the Issuer's Confidential Private Placement Memorandum.
None listed on this filingEDGAR ↗
Mar 3, 2011 D/A
LIONSTONE FUND III LP
File 021-115148
$0$0$0None listed on this filingEDGAR ↗
Mar 3, 2010 D/A
LIONSTONE FUND II LP
File 021-107674
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 6

Every issuer that named Lee Lowenstein on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

LI
Pooled Investment Fund · group: Lionstone

Lionstone Insurance Fund, LP

New York, NY · Mar 16, 2009 → Sep 23, 2026 · 20 filings
  • Sep 23, 2026 · D/A · $148,171,350 sold of Indefinite · 16 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Sep 23, 2025 · D/A · $148,171,350 sold of Indefinite · 16 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Sep 23, 2024 · D/A · $148,171,350 sold of Indefinite · 16 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Sep 22, 2023 · D/A · $148,171,350 sold of Indefinite · 16 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Sep 22, 2022 · D/A · $148,171,350 sold of Indefinite · 16 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Feb 22, 2022 · D/A · $148,171,350 sold of Indefinite · 16 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Feb 22, 2021 · D/A · $148,150,282 sold of Indefinite · 16 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Feb 21, 2020 · D/A · $148,150,282 sold of Indefinite · 16 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Feb 22, 2019 · D/A · $148,150,282 sold of Indefinite · 16 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Feb 23, 2018 · D/A · $148,145,573 sold of Indefinite · 16 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Feb 24, 2017 · D/A · $148,145,573 sold of Indefinite · 16 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Feb 25, 2016 · D/A · $148,140,573 sold of Indefinite · 16 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Mar 3, 2015 · D/A · $148,140,573 sold of Indefinite · 16 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Mar 3, 2014 · D/A · $148,140,573 sold of Indefinite · 16 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Oct 16, 2013 · D/A · $106,213,442 sold of Indefinite · 10 investors · min. $2,000,000 · role: Executive Officer (Managing member of the General Partner) EDGAR ↗
  • Mar 1, 2013 · D/A · $126,249,418 sold of Indefinite · 14 investors · min. $2,000,000 · role: Executive Officer (Managing Member of Lionstone GP, LLC, the General Partner of the Issuer.) EDGAR ↗
  • Mar 2, 2012 · D/A · $126,245,757 sold of Indefinite · 14 investors · min. $2,000,000 · role: Executive Officer (Managing Member of Lionstone GP, LLC, the General Partner of the Issuer.) EDGAR ↗
  • Mar 3, 2011 · D/A · $122,995,757 sold of Indefinite · 14 investors · min. $2,000,000 · role: Executive Officer (Managing Member of Lionstone GP, LLC, the General Partner of the Issuer.) EDGAR ↗
  • Mar 3, 2010 · D/A · $122,860,308 sold of Indefinite · 14 investors · min. $2,000,000 · role: Executive Officer (Managing Member of Lionstone GP, LLC, the General Partner of the Issuer.) EDGAR ↗
  • Mar 16, 2009 · D/A · $118,851,044 sold of Indefinite · 10 investors · min. $2,000,000 · role: Executive Officer (Managing Member of Lionstone GP, LLC, the General Partner of the Issuer.) EDGAR ↗

Raised $148.2M from 16 investors as of the latest filing. Lee is listed as executive officer on 20 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

LG
Pooled Investment Fund · group: Lionstone

LIONSTONE GLOBAL SPECIAL SITUATIONS FUND, L.P.

New York, NY · Oct 19, 2010 → Sep 23, 2026 · 18 filings
  • Sep 23, 2026 · D/A · $511,053,177 sold of Indefinite · 58 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Sep 23, 2025 · D/A · $504,067,819 sold of Indefinite · 57 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Sep 23, 2024 · D/A · $500,211,426 sold of Indefinite · 56 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Sep 22, 2023 · D/A · $474,396,735 sold of Indefinite · 54 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Sep 22, 2022 · D/A · $319,828,735 sold of Indefinite · 54 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Feb 22, 2022 · D/A · $300,725,735 sold of Indefinite · 52 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Feb 22, 2021 · D/A · $278,485,039 sold of Indefinite · 51 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Feb 21, 2020 · D/A · $239,564,570 sold of Indefinite · 50 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Feb 22, 2019 · D/A · $218,903,641 sold of Indefinite · 48 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Feb 23, 2018 · D/A · $216,640,022 sold of Indefinite · 45 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Feb 24, 2017 · D/A · $195,765,187 sold of Indefinite · 45 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Feb 25, 2016 · D/A · $183,212,187 sold of Indefinite · 44 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Mar 3, 2015 · D/A · $179,976,687 sold of Indefinite · 43 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Mar 3, 2014 · D/A · $164,031,687 sold of Indefinite · 41 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Mar 1, 2013 · D/A · $149,400,714 sold of Indefinite · 29 investors · min. $2,000,000 · role: Executive Officer (Managing Member of Lionstone GP, LLC, the General Partner of the Issuer) EDGAR ↗
  • Mar 2, 2012 · D/A · $103,514,619 sold of Indefinite · 28 investors · min. $2,000,000 · role: Executive Officer (Managing Member of Lionstone GP, LLC, the general Partner of the Issuer) EDGAR ↗
  • Mar 3, 2011 · D/A · $66,225,432 sold of Indefinite · 27 investors · min. $2,000,000 · role: Executive Officer (Managing Member of Lionstone GP, LLC, the general Partner of the Issuer) EDGAR ↗
  • Oct 19, 2010 · D/A · $54,263,500 sold of Indefinite · 2 investors · min. $2,000,000 · role: Executive Officer (Managing Member of Lionstone GP, LLC, the general Partner of the Issuer) EDGAR ↗

Raised $511.1M from 58 investors as of the latest filing. Lee is listed as executive officer on 18 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

LF
Pooled Investment Fund · group: Lionstone

Lionstone Fund, LP

New York, NY · Mar 16, 2009 → Sep 23, 2026 · 19 filings
  • Sep 23, 2026 · D/A · $447,200,255 sold of Indefinite · 72 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Sep 23, 2025 · D/A · $447,150,062 sold of Indefinite · 72 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Sep 23, 2024 · D/A · $446,790,249 sold of Indefinite · 72 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Sep 22, 2023 · D/A · $446,790,249 sold of Indefinite · 72 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Sep 22, 2022 · D/A · $446,540,249 sold of Indefinite · 71 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Feb 22, 2022 · D/A · $446,470,749 sold of Indefinite · 69 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Feb 22, 2021 · D/A · $426,927,266 sold of Indefinite · 67 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Feb 21, 2020 · D/A · $408,834,386 sold of Indefinite · 67 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Feb 22, 2019 · D/A · $398,793,122 sold of Indefinite · 66 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Feb 23, 2018 · D/A · $398,792,869 sold of Indefinite · 66 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Feb 24, 2017 · D/A · $394,785,502 sold of Indefinite · 66 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Feb 25, 2016 · D/A · $380,785,502 sold of Indefinite · 63 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Mar 3, 2015 · D/A · $379,035,502 sold of Indefinite · 59 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Mar 3, 2014 · D/A · $378,735,502 sold of Indefinite · 58 investors · min. $1,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗
  • Mar 1, 2013 · D/A · $383,568,077 sold of Indefinite · 55 investors · min. $2,000,000 · role: Executive Officer (Managing Member of Lionstone GP, LLC, the General Partner of the Issuer.) EDGAR ↗
  • Mar 2, 2012 · D/A · $383,493,077 sold of Indefinite · 55 investors · min. $2,000,000 · role: Executive Officer (Managing Member of Lionstone GP, LLC, the General Partner of the Issuer.) EDGAR ↗
  • Mar 3, 2011 · D/A · $375,831,726 sold of Indefinite · 53 investors · min. $2,000,000 · role: Executive Officer (Managing Member of Lionstone GP, LLC, the General Partner of the Issuer.) EDGAR ↗
  • Mar 3, 2010 · D/A · $322,624,280 sold of Indefinite · 51 investors · min. $2,000,000 · role: Executive Officer (Managing Member of Lionstone GP, LLC, the General Partner of the Issuer.) EDGAR ↗
  • Mar 16, 2009 · D/A · $260,771,524 sold of Indefinite · 45 investors · min. $2,000,000 · role: Executive Officer (Managing Member of Lionstone GP, LLC, the General Partner of the Issuer.) EDGAR ↗

Raised $447.2M from 72 investors as of the latest filing. Lee is listed as executive officer on 19 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

LF
Pooled Investment Fund · group: Lionstone

Lionstone Fund, Ltd.

Hamilton, Bermuda (as filed: D0) · Mar 16, 2009 → Sep 23, 2026 · 19 filings
  • Sep 23, 2026 · D/A · $160,878,392 sold of Indefinite · 47 investors · min. $1,000,000 · role: Executive Officer, Director (Director of the Issuer and Managing Member of Lionstone Capital Management LLC, the Investment Manager of the Issuer.) EDGAR ↗
  • Sep 23, 2025 · D/A · $160,878,392 sold of Indefinite · 47 investors · min. $1,000,000 · role: Executive Officer, Director (Director of the Issuer and Managing Member of Lionstone Capital Management LLC, the Investment Manager of the Issuer.) EDGAR ↗
  • Sep 23, 2024 · D/A · $160,878,392 sold of Indefinite · 47 investors · min. $1,000,000 · role: Executive Officer, Director (Director of the Issuer and Managing Member of Lionstone Capital Management LLC, the Investment Manager of the Issuer.) EDGAR ↗
  • Sep 22, 2023 · D/A · $160,878,392 sold of Indefinite · 44 investors · min. $1,000,000 · role: Executive Officer, Director (Director of the Issuer and Managing Member of Lionstone Capital Management LLC, the Investment Manager of the Issuer.) EDGAR ↗
  • Sep 22, 2022 · D/A · $142,878,392 sold of Indefinite · 43 investors · min. $1,000,000 · role: Executive Officer, Director (Director of the Issuer and Managing Member of Lionstone Capital Management LLC, the Investment Manager of the Issuer.) EDGAR ↗
  • Feb 22, 2022 · D/A · $142,878,392 sold of Indefinite · 43 investors · min. $1,000,000 · role: Executive Officer, Director (Director of the Issuer and Managing Member of Lionstone Capital Management LLC, the Investment Manager of the Issuer.) EDGAR ↗
  • Feb 22, 2021 · D/A · $142,878,392 sold of Indefinite · 43 investors · min. $1,000,000 · role: Executive Officer, Director (Director of the Issuer and Managing Member of Lionstone Capital Management LLC, the Investment Manager of the Issuer.) EDGAR ↗
  • Feb 21, 2020 · D/A · $142,878,392 sold of Indefinite · 43 investors · min. $1,000,000 · role: Executive Officer, Director (Director of the Issuer and Managing Member of Lionstone Capital Management LLC, the Investment Manager of the Issuer.) EDGAR ↗
  • Feb 22, 2019 · D/A · $142,878,392 sold of Indefinite · 43 investors · min. $1,000,000 · role: Executive Officer, Director (Director of the Issuer and Managing Member of Lionstone Capital Management LLC, the Investment Manager of the Issuer.) EDGAR ↗
  • Feb 23, 2018 · D/A · $142,878,392 sold of Indefinite · 43 investors · min. $1,000,000 · role: Executive Officer, Director (Director of the Issuer and Managing Member of Lionstone Capital Management LLC, the Investment Manager of the Issuer.) EDGAR ↗
  • Feb 24, 2017 · D/A · $142,878,392 sold of Indefinite · 43 investors · min. $1,000,000 · role: Executive Officer, Director (Director of the Issuer and Managing Member of Lionstone Capital Management LLC, the Investment Manager of the Issuer.) EDGAR ↗
  • Feb 25, 2016 · D/A · $142,361,392 sold of Indefinite · 43 investors · min. $1,000,000 · role: Executive Officer, Director (Director of the Issuer and Managing Member of Lionstone Capital Management LLC, the Investment Manager of the Issuer.) EDGAR ↗
  • Mar 3, 2015 · D/A · $142,361,392 sold of Indefinite · 43 investors · min. $1,000,000 · role: Executive Officer, Director (Director of the Issuer and Managing Member of Lionstone Capital Management LLC, the Investment Manager of the Issuer.) EDGAR ↗
  • Mar 3, 2014 · D/A · $142,361,392 sold of Indefinite · 43 investors · min. $1,000,000 · role: Executive Officer, Director (Managing Member of Lionstone Capital Management LLC, the Investment Manager and Director of the Issuer.) EDGAR ↗
  • Mar 1, 2013 · D/A · $141,121,330 sold of Indefinite · 41 investors · min. $2,000,000 · role: Executive Officer, Director (Managing Member of Lionstone Capital Management LLC, the Investment Manager and Director of the Issuer.) EDGAR ↗
  • Mar 2, 2012 · D/A · $141,121,330 sold of Indefinite · 41 investors · min. $2,000,000 · role: Director (Managing Member of Lionstone Capital Management, LLC, the Investment Manager of the Issuer.) EDGAR ↗
  • Mar 3, 2011 · D/A · $141,121,330 sold of Indefinite · 41 investors · min. $2,000,000 · role: Director (Managing Member of Lionstone Capital Management, LLC, the Investment Manager of the Issuer.) EDGAR ↗
  • Mar 3, 2010 · D/A · $141,121,330 sold of Indefinite · 41 investors · min. $2,000,000 · role: Director (Managing Member of Lionstone Capital Management, LLC, the Investment Manager of the Issuer.) EDGAR ↗
  • Mar 16, 2009 · D/A · $141,121,330 sold of Indefinite · 41 investors · min. $2,000,000 · role: Director (Managing Member of Lionstone Capital Management, LLC, the Investment Manager of the Issuer.) EDGAR ↗

Raised $160.9M from 47 investors as of the latest filing. Lee is listed as executive officer, director on 19 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

LF
Pooled Investment Fund · group: Lionstone

LIONSTONE FUND III LP

New York, NY · Mar 3, 2010 → Mar 3, 2011 · 2 filings
  • Mar 3, 2011 · D/A · $64,405,375 sold of $64,405,375 · 11 investors · min. No minimum reported · role: Executive Officer (Managing Member of Lionstone GP, LLC, General Partner of the Issuer) EDGAR ↗
  • Mar 3, 2010 · D · $64,397,375 sold of Indefinite · 11 investors · min. No minimum reported · role: Executive Officer (Managing Member of Lionstone GP, LLC, General Partner of the Issuer) EDGAR ↗

Raised $64.4M from 11 investors (100% of the $64.4M target) as of the latest filing. Lee is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

LF
Pooled Investment Fund · group: Lionstone

LIONSTONE FUND II LP

New York, NY · Mar 3, 2010
  • Mar 3, 2010 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of Lionstone GP, LLC, General Partner of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Lee is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

People around Lee 6

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

LC
Management entity

Lionstone Capital Management LLC

Promoter · 56 shared filings (4 issuers)

Listed on the same filings as Lee Lowenstein. Their page shows their other deals.

LG
Management entity

LIONSTONE GP, LLC

Executive Officer, Promoter · 50 shared filings (5 issuers)

LIONSTONE GP, LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

JK
No photo found (searched own website, image search on Oct 24, 2026)
Person

James Keyes

Director · 19 shared filings (1 issuer) · also on 126 other issuers

James Keyes is on 127 issuers in total — a repeat sponsor. Their page lists every one.

HS
No photo found yet (own website and image search run after this page is viewed)
Person

Herbert M. Selzer

Director · 13 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Lee Lowenstein. Their page shows their other deals.

OL
No photo found yet (own website and image search run after this page is viewed)
Person

Oskar P. Lewnowski

Director · 4 shared filings (1 issuer) · also on 28 other issuers

Oskar P. Lewnowski is on 29 issuers in total — a repeat sponsor. Their page lists every one.

OL
No photo found yet (own website and image search run after this page is viewed)
Person

Oskar P. Lewnoski

Director · 2 shared filings (1 issuer)

Listed on the same filings as Lee Lowenstein. Their page shows their other deals.

The team behind the deals

L
Sponsor group

Lionstone

6 issuers · 80 filings · $1.33B reported sold · 2009–2026

One team, 6 deal companies. Lee Lowenstein is listed on 6 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Lee Lowenstein.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

A person is never an adviser firm. 4 of the 6 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Lionstone Fund, Ltd., Lionstone Fund, LP, Lionstone Insurance Fund, LP, LIONSTONE GLOBAL SPECIAL SITUATIONS FUND, L.P..

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Lee Lowenstein by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 6 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Lee Lowenstein is listed on: none on file. No website or social profile named in Lionstone Fund, LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #6,514 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (New York, NY). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗New York WebCivil Supreme ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

New York Secretary of State business search ↗OpenCorporates ↗

Change history

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