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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lion Capital Advisors LLC
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|---|---|
| CRD # | 305440 |
| SEC # | 801-117427 |
| CIK # | |
| AUM | $136.7 M (2025-05-01) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 305-900-7338 |
| Address | 1450 Brickell Ave Miami, FL 33131 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | SV Fund | 2023-03-31 | 38.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.2 |
| (b) Individuals (high net worth individuals) | 13 | 12.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 38.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 67.1 |
| (n) Other | 7 | 17.9 |
| Total | 36 | 136.7 |
| By Discretionary | ||
| Discretionary | 36 | 136.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 36 | 136.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 101.6 | |
| United States Persons | 35.1 | |
| Total | 36 | 136.7 |
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|---|---|---|
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✚
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MN | 0.1 |
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CA | 0.1 |
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0.1 | |
|
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|
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|
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OR | 0.1 |
|
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|
GA | 0.1 |
|
Johnson Dunn Capital Advisors Inc
✚
|
0.1 | |
|
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✚
|
IN | 0.1 |