Lion Capital Advisors LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 305440
- Website
- www.lioncapitaladvisors.com
- Custodians
- UNION BANCAIRE PRIVEE, DEUTSCHE BANK SECURITIES INC., VONTOBEL SECURITIES LTD.
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses66.86%
- Other Investment Advisers18.46%
- HNWI13.04%
- Charitable Organizations1.43%
- Individuals0.21%
Firm profile
FINTRXOverview
Lion Capital Advisors LLC is an investment advisory firm that serves both individual and family clients as well as institutional investors. The firm charges fees based on a percentage of assets under management and is controlled as a domestic entity with individual ownership elements. According to available filings, Lion Capital is not positioned as an active ESG investor, does not operate across multiple states, and does not identify as a pension consultant or related adviser. Public descriptions of its advisory activities and business lines are limited in the source material.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents42%
- Private Funds20%
- Exchange Traded Equities16%
- US Government Bonds12%
- Investment Grade Corp Bonds8%
Owners & executives
1 of 1
Philip Carey
Chief Executive OfficerCRD 5975633
Contacts
1 of 1German Chaparro
Managing MemberCRD 7091895
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 1450 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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