Lionsoul Global Advisors

RIASEC 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 discretionary portfolio management to both individuals/families and institutional clients. Its SEC registration year is not specified. The firm lists business activity as CPO/CTA and offers portfolio management services for individuals, small businesses and for business or institutional clients. Fee arrangements include a percentage-of-AUM charge and performance-based fees, and it does not present itself as a capital allocator. The firm does not identify as an active ESG investor and is not described as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Gregory Mall

    Gregory Mall

    Chief Investment OfficerCRD 8040974

Contacts

1 of 1
  • Max Evard

    Co-Founder & DirectorCRD 8106055

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
1 Fore Street
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth