| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Lion Equity Fund III, LP | Private Equity | $106.9M | $1M |
| Lion Equity Holdings II, LLC | Private Equity | $58.1M | $500K |
| Lion Fund Iii-B, LP | Private Equity | $34.8M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Ari J. Silverman Control | Chief Compliance Officer, Co-Founder And Partner | Under 5% | 2007 |
| E James Levitas Control | Co-Founder And Partner | Under 5% | 2007 |
| Lion Equity Partners, LLC Control | Sole Member And Manager | Over 75% | 2007 |
Lion Equity Investment Advisors, LLC reports $199.8 million in regulatory assets under management on its Form ADV.
Lion Equity Investment Advisors, LLC manages 3 private funds with combined gross assets of $199.8 million.
Lion Equity Investment Advisors, LLC reports 11 employees.
Lion Equity Investment Advisors, LLC is based in Denver, CO and has been SEC-registered since 2023.
Lion Equity Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 260 N. Josephine St., Suite 220, Denver, CO 80206 |
| Phone | 303-847-4100 |
| Fax | 303-872-0156 |
| Office hours | 9:00-5:00 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $199.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $199.8M |