Lion Street Advisors, LLC
CRD 167610SEC# 801-107414Austin, TX
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Carie Marie Heckler Control | Cco | Under 5% | 2013 |
| John Fredrick Burmeister Control | President & Ceo | Under 5% | 2013 |
| Kari Ratajczak Control | Chief Accounting Officer | Under 5% | 2020 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently 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
| Address | 300 Colorado, Suite 2600, Austin, TX 78701 |
| Office hours | By Appointment Only |
| Discloses disciplinary history | Yes |
Regulatory AUM
$3.18BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 5%
More than 95% of 16,825 advisers
Assets under management
$3.18Bregulatory AUM
Discretionary $2.11BNon-discretionary $1.07B