Lions Gate Sovereign Capital, LLC
Firm details
- Headquarters
- White Bear Lake, Minnesota
- CRD number
- 134781
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals52.27%
- HNWI47.73%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Lions Gate Sovereign Capital, LLC is an independent, individual-owned registered investment adviser operating as a limited liability company. The firm serves primarily individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee arrangements include both percentage-of-AUM and fixed-fee engagements. The firm does not market itself as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities39%
- US Government Bonds25%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents9%
- Non-Exchange Traded Equities7%
Contacts
2 of 2Kathleen Liiste
Investment Advisor RepresentativeCRD 2210636
Stefan Liiste
OwnerCRD 2075487
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
White Bear Lake, MN
Ramsey
Location
White Bear Lake, MN
Headquartered in White Bear Lake, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Ramsey
- Address
- 4525 White Bear Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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