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| Lion Equity Investment Advisors LLC
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|---|---|
| CRD # | 283404 |
| SEC # | 801-128308 |
| CIK # | |
| AUM | 173.5 M (2026-03-11) |
| Employees | 12 (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 | AUM |
|---|---|---|---|---|
| PE | Lion Fund III-B LP | [2024-03-27] | 29.3 M | |
| Filed 2023-10-26 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Lion Equity Fund III LP | [2023-03-30] | 110.8 M | 88.3 M |
| Offered $150,000,000 · Filed 2023-11-28 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $39,250,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Lion Equity Holdings II LLC | [2019-03-29] | 63.8 M | 55.8 M |
| Offered $63,760,000 · Filed 2016-09-21 (D) · Exemption 506(b) · Minimum $15,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Lion Equity Holdings LLC | 2019-03-29 | 0.4 M | |
| AUM Breakdown | Accounts | AUM ($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 | 173.5 |
| (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 | 173.5 |
| By Discretionary | ||
| Discretionary | 3 | 173.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 173.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.5 | |
| Total | 3 | 173.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Ari Silverman | Director, Executive Officer | 4 | 2 | |
| E Levitas | Director | 2 | 2 | |
| Edward Levitas | Executive Officer | 2 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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