LION EQUITY INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 283404
- Registered since
- July 10, 2023
- Website
- lionequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Lion Equity Investment Advisors, LLC is a limited liability company that operates as a private equity fund manager and registered investment adviser (SEC registration in 2023). The firm focuses on managing pooled investment vehicles and serves an institutional client base. Its advisory mandate is primarily portfolio management for pooled vehicles, and it also functions as sponsor, general partner and managing member of those vehicles. Compensation is a mix of a percentage-of-AUM fee and performance-based fees. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2E LEVITAS
Co-Founder & PartnerCRD 2382466
Ari Silverman
Co-Founder and PartnerCRD 6629358
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 260 Josephine St
- Time zone
- MT (UTC-7)
- Office locations
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