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| Happy Holidays!! thanks for using AUM13F!! |
| Lionshead Wealth Management LLC
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|---|---|
| CRD # | 288526 |
| SEC # | 801-110632 |
| CIK # | 0002056752 |
| AUM | $203.7 M (2025-02-28) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 212-967-5466 |
| Address | 250 West 55th Street New York, NY 10019 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.0 | ||
| Public Service Enterprise Group Inc | 2.4 | ||
| Facebook Inc | 2.4 | ||
| Quanta Services Inc | 2.3 | ||
| Palantir Technologies Inc | 1.8 | ||
| Nvidia Corp | 1.5 | ||
| Microsoft Corp | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 18.5 |
| (b) Individuals (high net worth individuals) | 33 | 177.6 |
| (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 | 3 | 5.4 |
| (h) Charitable organizations | 1 | 2.2 |
| (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 | 382 | 203.7 |
| By Discretionary | ||
| Discretionary | 357 | 189.7 |
| Non-Discretionary | 25 | 14.0 |
| Total | 382 | 203.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 203.7 | |
| Total | 382 | 203.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056752] |
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