Lion Equity Investment Advisors, LLC
● SEC registered since 2023CRD 283404SEC# 801-128308Denver, CO
Ranks #5,287 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$173.5M
Fund GAV
$173.5M
Private funds
3
Employees
12
Accounts
3
Location
Denver, CO
Lion Equity Investment Advisors, LLC assets under management
Lion Equity Investment Advisors, LLC is an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 2023. It reports $173.5 million in regulatory assets under management and employs 12 people. Lion Equity Investment Advisors, LLC manages 3 private funds with combined gross assets of $173.5 million, including Lion Equity Fund III, LP. By regulatory assets, it ranks 5,287 of 6,004 private fund managers.
Lion Equity Investment Advisors, LLC private funds
3 funds · $173.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Lion Equity Fund III, LP | Private Equity | $88.3M | $1M |
| Lion Equity Holdings II, LLC | Private Equity | $55.8M | $500K |
| Lion Fund Iii-B, LP | Private Equity | $29.3M | $1M |
Lion Equity Investment Advisors, LLC owners & executives
5 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Lion Equity Investment Advisors, LLC manage?
Lion Equity Investment Advisors, LLC reports $173.5 million in regulatory assets under management on its Form ADV.
How many private funds does Lion Equity Investment Advisors, LLC manage?
Lion Equity Investment Advisors, LLC manages 3 private funds with combined gross assets of $173.5 million.
How many employees does Lion Equity Investment Advisors, LLC have?
Lion Equity Investment Advisors, LLC reports 12 employees.
Where is Lion Equity Investment Advisors, LLC located?
Lion Equity Investment Advisors, LLC is based in Denver, CO and has been SEC-registered since 2023.
Does Lion Equity Investment Advisors, LLC disclose fund performance?
Lion Equity Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$173.5M▼ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
AUM vs fund managersTop 88%
Larger than 12% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$173.5Mregulatory AUM
Discretionary $173.5M