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| Happy Holidays!! thanks for using AUM13F!! |
| Lion Equity Investment Advisors LLC
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| CRD # | 283404 |
| SEC # | 801-128308 |
| CIK # | |
| AUM | $199.8 M (2025-03-17) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 303-847-4100 |
| Address | 260 N Josephine St Denver, CO 80206 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Lion Fund III-B LP | [2024-03-27] | 0.0 | 34.8 |
| PE | Lion Equity Fund III LP | [2023-03-30] | 110.8 | 106.9 |
| PE | Lion Equity Holdings II LLC | [2019-03-29] | 63.8 | 58.1 |
| PE | Lion Equity Holdings LLC | 2019-03-29 | 0.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 199.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 199.8 |
| By Discretionary | ||
| Discretionary | 3 | 199.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 199.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 199.8 | |
| Total | 3 | 199.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Ari Silverman | 4 | ||
| E Levitas | 2 | ||
| Edward Levitas | 2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Northsands Capital LP
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|
0.2 | |
|
Jordanelle Capital LLC
✚
|
UT | 0.2 |
|
Two Parks Capital LLC
✚
|
NY | 0.2 |
|
Fulham & Co Inc
✚
|
MA | 0.2 |
|
GSSG Solar LLC
✚
|
CO | 0.2 |
|
General Innovation Capital LLC
✚
|
FL | 0.2 |
|
Outfitter Energy Management LLC
✚
|
TX | 0.2 |
|
HealthCor Partners Management LP
✚
|
0.2 | |
|
Curewell Capital Management LLC
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|
CA | 0.2 |
|
Kinzie Capital Partners LP
✚
|
IL | 0.2 |