LIONSHARES LLC
Firm details
- Headquarters
- Brooklynn, New York
- CRD number
- 335459
- Registered since
- July 7, 2025
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Lionshares LLC is a small, owner-managed limited liability company that provides portfolio management services to investment companies. The firm reports institutional clients and charges fees as a percentage of assets under management. It registered with the SEC in 2025 and identifies its owner type as an individual. Lionshares does not market itself as an active ESG investor and is not classified as a capital allocator or a multi-state or related adviser.
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
Owners & executives
1 of 1Sofia Massie
CEOCRD 7392002
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brooklynn, NY
KINGS
Location
Brooklynn, NY
Headquartered in Brooklynn, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- KINGS
- Address
- 1 Dock 72 Way
- Time zone
- ET (UTC-5)
- Office locations
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