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Lionheart Strategic Management, LLC

● SEC registered since 2021CRD 314990SEC# 801-122551New York, NY
Export (members)
Ranks #3,868 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$508.7M
Fund GAV
$12.4M
Private funds
1
Employees
14
Accounts
9
Location
New York, NY

Lionheart Strategic Management, LLC assets under management

Lionheart Strategic Management, LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2021. It reports $508.7 million in regulatory assets under management and employs 14 people. Lionheart Strategic Management, LLC manages 1 private fund with combined gross assets of $12.4 million, including Lionheart Mezzanine Capital Investors, LP. By regulatory assets, it ranks 3,868 of 6,004 private fund managers.

Lionheart Strategic Management, LLC private funds

1 funds · $12.4M GAV
FundTypeGross assetsMin.
Lionheart Mezzanine Capital Investors, LPReal Estate$12.4M

Lionheart Strategic Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Andrew Nmn Mandelbaum ControlChief Compliance OfficerUnder 5%2024
Andrew Philip Klein ControlManaging PartnerUnder 5%2026
Lsm Master Holding Company LLC ControlSole MemberOver 75%2023
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Frequently asked questions

How much does Lionheart Strategic Management, LLC manage?

Lionheart Strategic Management, LLC reports $508.7 million in regulatory assets under management on its Form ADV.

How many private funds does Lionheart Strategic Management, LLC manage?

Lionheart Strategic Management, LLC manages 1 private funds with combined gross assets of $12.4 million.

How many employees does Lionheart Strategic Management, LLC have?

Lionheart Strategic Management, LLC reports 14 employees.

Where is Lionheart Strategic Management, LLC located?

Lionheart Strategic Management, LLC is based in New York, NY and has been SEC-registered since 2021.

Does Lionheart Strategic Management, LLC disclose fund performance?

Lionheart Strategic Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address605 Third Avenue, 36th Floor, New York, NY 10158
Phone646-744-2284
Office hours9:00a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$508.7M▲ 37%
Mar '25 — $370.9MApr '25 — $370.9MMay '25 — $370.9MJun '25 — $370.9MJul '25 — $370.9MAug '25 — $370.9MSep '25 — $370.9MOct '25 — $370.9MNov '25 — $370.9MDec '25 — $370.9MJan '26 — $370.9MFeb '26 — $370.9MMar '26 — $508.7MApr '26 — $508.7MMay '26 — $508.7MJun '26 — $508.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
AUM vs fund managersTop 64%
Larger than 36% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 32%
More than 68% of 16,825 advisers

Assets under management

$508.7Mregulatory AUM
Discretionary $12.4MNon-discretionary $496.3M

Service providers