Lionheart Strategic Management, LLC
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Overview
Lionheart Strategic Management, LLC operates as a financial advisor firm located in New York, New York. Lionheart Strategic Management, LLC manages $358.5 million in assets throughout three client accounts, placing it among the larger firms in the country by assets under management (AUM). Lionheart Strategic Management, LLC has a small team, including 6 financial advisors. Lionheart Strategic Management, LLC does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets like stocks, bonds and options.
Lionheart Strategic Management, LLC administers some of its client assets on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make buy and sell decisions for the client's account without needing client approval. The company also has two non-discretionary accounts totaling $324.2 million in assets. Lionheart Strategic Management, LLC's average account size is $119.5 million. An average advisor at Lionheart Strategic Management, LLC administers fewer than one client account, placing it among the most individualized advisor firms in the country.
The firm's central office is at 605 Third Avenue, New York, New York 10158. The firm is legally permitted to provide services to customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lionheart Strategic Management, LLC by the Numbers
$358.5 million
8
3
$119.5 million
Fee Structure
Fees charged by financial advisors depend on the financial services offered. Fees billed by the firm likely consist of the following fee structures: asset-based or performance-based. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Lionheart Strategic Management, LLC provides services to pooled investment vehicles and other investment advisers. Out of its three customers, Lionheart Strategic Management, LLC's largest client type by number of accounts is other investment advisers. None of its customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Lionheart Strategic Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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