other names
Investment Advisory Services in Denver, CO.
Revenue $1.8 m
Headquarters 260 Josephine St ste 220, Denver, Colorado

Adviser Profile

As of Date 03/17/2025
Adviser Type - Large advisory firm
Number of Employees 11
of those in investment advisory functions 11
Registration SEC, Approved, 07/10/2023
Other registrations (5)
Former registrations

LION EQUITY INVESTMENT ADVISORS, LLC

AUM* 199,768,624
of that, discretionary 199,768,624
Private Fund GAV* 199,768,624 -10.04%
Avg Account Size 66,589,541
SMA’s No
Private Funds 3
Contact Info 303 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
1 1 1 1

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count3 GAV$199,768,624

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser RECURRING CAPITAL MANAGEMENT COMPANY, LLC Hedge Fund- Liquidity Fund- Private Equity Fund193.6m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV193.6m AUM193.6m #Funds10
Adviser ONE THOUSAND & ONE VOICES MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM158.3m #Funds-
Adviser SUMMIT HOUSE CAPITAL MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund101.1m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV101.1m AUM381.8m #Funds3
Adviser BRICKELL KEY ASSET MANAGEMENT LIMITED Hedge Fund- Liquidity Fund- Private Equity Fund130.0m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV130.0m AUM130.0m #Funds1
Adviser CITY DIFFERENT INVESTMENTS Hedge Fund- Liquidity Fund- Private Equity Fund10.4m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV10.4m AUM265.8m #Funds2
Adviser MGM INNOVA CAP MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund134.3m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV134.3m AUM129.1m #Funds4
Adviser GREY ROCK MANAGEMENT PARTNERS IV, LLC Hedge Fund- Liquidity Fund- Private Equity Fund733.1m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV733.1m AUM733.1m #Funds8
Adviser FS TACTICAL ADVISOR, LLC Hedge Fund- Liquidity Fund- Private Equity Fund294.2m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV294.2m AUM294.2m #Funds1
Adviser TRENT CAPITAL MANAGEMENT INC Hedge Fund- Liquidity Fund- Private Equity Fund1.7m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.7m AUM140.9m #Funds1
Adviser BH CREDIT MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund1.2b Venture Capital Fund- Other Fund113.2m Total Private Fund GAV1.3b AUM1.2b #Funds4

Brochure Summary