Falists
← Back to search

LIONHEART STRATEGIC MANAGEMENT, LLC

CRD 314990 · SEC 801-122551

Visit website

605 THIRD AVENUE, 36TH FLOOR, NEW YORK, NY, 10158, United States

Phone

646-744-2284

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$508.7M

Discretionary AUM

$12.4M

Team

14 total employees; 11 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles1$12.4M
Other investment advisers8$496.3M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD