|
⚲
|
| Lionshares LLC
✚
|
|
|---|---|
| CRD # | 335459 |
| SEC # | 801-133836 |
| CIK # | |
| AUM | $6.0 M (2026-03-17) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 917-267-9033 |
| Address | 1 Dock 72 Way, Floor 7 Brooklyn, NY 11205 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 6.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 6.0 |
| By Discretionary | ||
| Discretionary | 1 | 6.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 6.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.0 | |
| Total | 1 | 6.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Coastal Equity Management LLC
✚
|
FL | 0.0 |
|
Caltier Advisors LLC
✚
|
CA | 0.0 |
|
Axxes Advisors I LLC
✚
|
FL | 0.0 |
|
Haven Capital Advisors LLC
✚
|
NC | 0.0 |
|
Distribution Cognizant LLC
✚
|
CA | 0.0 |
|
Sanjac Alpha LP
✚
|
TX | 0.0 |
|
TCG Strategic Income Advisor LLC
✚
|
FL | 0.0 |
|
Magnum Research Global Limited
✚
|
0.0 | |
|
Grizzle Investment Management LLC
✚
|
0.0 | |
|
Redmont Wealth Advisors LLC
✚
|
IL | 0.0 |