Alexandra
Friedman

Lionstone Investments

CRD#7369914
Investment Advisor
in Houston, TX

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About this Advisor

Alexandra Friedman is a financial advisor who works in Houston, Texas who has 1 year of industry experience. Friedman currently works for Lionstone Investments. Over the course of their career, Friedman has held roles at Linscomb & Williams, University Of Colorado At Boulder, Bellaire High School and Lionstone Investments. Friedman has a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in Texas. Lionstone Investments is an advisory company headquartered in Houston, TX. It has offices in two locations and a total of 62 people on staff. It has $6 billion in total assets across its 21 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The advisory firm has a set of services, including portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advisory services typically depend on which service is offered. Fee types billed by Lionstone Investments likely include asset-based, performance-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees, Others

Office Location

712 Main Street Suite 2500
Houston, TX 77002

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Lionstone Investments Brokerage Details

Total Assets Under Management

$5,925,316,689

TX Average: $3,042,739,679
Total Number of Employees

62

TX Average: 49
Total Number of Accounts

21

TX Average: 2,315
Average Account Size

$282,157,938

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Alexandra Friedman Work History

Alexandra has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lionstone Investments

2020 - 2022 (2 years)

Linscomb & Williams

2016 - 2020 (4 years)

University Of Colorado At Boulder

2012 - 2016 (4 years)

Bellaire High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alexandra Friedman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lionstone Investments

Alexandra Friedman
Houston, TX
Andrew Lusk
Houston, TX
Andrew Bruce
Houston, TX
John Enerson
Houston, TX
Bryan Sanchez
Houston, TX
Daniel Dubrowski
Houston, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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