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| Happy Holidays!! thanks for using AUM13F!! |
| Lion Street Advisors LLC
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| CRD # | 167610 |
| SEC # | 801-107414 |
| CIK # | 0001801991 |
| AUM | $3.2 B (2025-04-01) |
| Employees | 152 (91% Investors, 88% Brokers) |
| Phone | 512-776-8400 |
| Address | 300 Colorado Austin, TX 78701 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001801991 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| General Mills Inc | 55.8 | ||
| Costco Wholesale Corp /NEW | 8.2 | ||
| Apple Inc | 5.8 | ||
| Amazon Com Inc | 4.9 | ||
| Darden Restaurants Inc | 4.4 | ||
| Nvidia Corp | 4.0 | ||
| Microsoft Corp | 3.9 | ||
| Exxon Mobil Corp | 3.3 | ||
| J P Morgan Chase & Co | 2.3 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,668 | 2.3 |
| (b) Individuals (high net worth individuals) | 112 | 0.4 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 0.5 |
| (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 | 7,668 | 3.2 |
| By Discretionary | ||
| Discretionary | 6,014 | 2.1 |
| Non-Discretionary | 1,654 | 1.1 |
| Total | 7,668 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 7,668 | 3.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001801991] |
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|---|---|---|
|
The Welch Group LLC
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|
AL | 3.2 |
|
Diversify Advisory Services LLC
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|
UT | 3.2 |
|
Sound Shore Management Inc
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CT | 3.2 |
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Ulrich Consulting and Investment Group LLC
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Pallas Capital Advisors LLC
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MA | 3.2 |
|
Gerber Kawasaki Inc
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CA | 3.2 |
|
BOK Financial Private Wealth Inc
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CO | 3.2 |
|
East Capital Financial Services AB
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|
3.2 | |
|
R Squared BM LLC
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|
CA | 3.2 |
|
Biltmore Family Office LLC
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|
NC | 3.2 |