Lionsoul Global Advisors

RIAState Registered
Total AUM
$8.2M
Discretionary
$8.2M
100% of AUM
Avg account
$263K
Accounts
31
Employees
1
Advisory reps
2

Firm details

Headquarters
London,
CRD number
324883
Custodians
BITGO FINANCIAL SERVICES, INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lionsoul Global Advisors is an LLC that provides portfolio management for individuals, small businesses and institutional clients. The firm charges both a percentage-of-assets fee and performance-based fees, and its reported business activity includes CPO/CTA services. Lionsoul identifies its client base as a mix of individual and family investors alongside institutional relationships, and it does not present itself as an ESG-focused manager.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
117 St James's St
Office locations

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