Lionshares LLC

RIASEC RegisteredEst. 2025

Total AUM

$6M

Discretionary

$6M

100% of AUM

Avg account

$6M

Accounts

Employees

Advisory reps

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

FINTRX

Assets & Accounts

Lionshares LLC manages $6.0M in total assets, all of which are discretionary. The firm serves a single client through one account; the average client and account size both round to $6.0M. Its stated client base is institutional, and its advisory work is focused on portfolio management for investment companies. The firm is structured as an individually owned limited liability company and is registered as an institutional registered investment adviser (SEC registration year: 2025). It charges fees based on a percentage of assets under management. The firm is not identified as an active ESG investor, multi-state adviser, pension consultant, or capital allocator.