LIONHEART STRATEGIC MANAGEMENT, LLC

Overview

Lionheart Strategic Management, LLC is a real estate-focused adviser that registers as an SEC-registered manager (registered in 2021) and operates primarily for institutional clients. The firm’s business model centers on portfolio management for pooled investment vehicles and for businesses or institutions, and it serves in sponsor and general partner roles for real estate deals—acting as a real estate broker/sponsor, GP and managing member of pooled vehicles. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees, which aligns with its role as both an adviser and active fund manager. Lionheart is not classified as an active ESG investor and does not operate as a multi-state adviser. Investment activity concentrates on real estate across both sponsored funds and third-party allocations, with a clear emphasis on structuring pooled vehicles and institutional mandates rather than retail advisory relationships. The firm’s governance and product mix indicate a focus on originating and managing illiquid real estate investments while supplementing exposure through other alternative strategies.

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Location & Offices