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Lion Street Advisors, LLC

CRD 167610SEC# 801-107414Austin, TX
Export (members)
No longer SEC-registered. Lion Street Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$3.18B
Employees
152
Accounts
7,668
Location
Austin, TX

Lion Street Advisors, LLC assets under management

Lion Street Advisors, LLC operates as an SEC-registered investment adviser based in Austin, TX. It reports $3.2 billion in regulatory assets under management and employs 152 people.

Lion Street Advisors, LLC owners & executives

9 reported
NameTitleOwnershipSince
Carie Marie Heckler ControlCcoUnder 5%2013
John Fredrick Burmeister ControlPresident & CeoUnder 5%2013
Kari Ratajczak ControlChief Accounting OfficerUnder 5%2020
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Frequently asked questions

How much does Lion Street Advisors, LLC manage?

Lion Street Advisors, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.

How many employees does Lion Street Advisors, LLC have?

Lion Street Advisors, LLC reports 152 employees.

Where is Lion Street Advisors, LLC located?

Lion Street Advisors, LLC is based in Austin, TX.

Does Lion Street Advisors, LLC disclose fund performance?

Lion Street Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 Colorado, Suite 2600, Austin, TX 78701
Office hoursBy Appointment Only
Discloses disciplinary historyYes

Assets under management

Discretionary$2.11B
Non-discretionary$1.07B
Total (RAUM)$3.18B