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Building 2LIONHEART STRATEGIC MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone646-744-2284
NotebookSEC #801-122551
Total AUM
$508.7M
Employees
14
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
605 THIRD AVENUE
36TH FLOOR
NEW YORK
NY 10158
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
646-744-2284

ReceiptFinancials

Total AUM
$508.7M
Accounts
9
Discretionary
$12.4M
Accounts
1
Non-Discretionary
$496.3M
Accounts
8

ContactClients

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Pooled Vehicle Clients
1
AUM
$12.4M
Investment Advisor Clients
8
AUM
$496.3M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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