LIONHEART FUND MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
325481
Registered since
March 30, 2023

Firm profile

FINTRX

Overview

Lionheart Fund Management LLC is an LLC that functions primarily as a sponsor and general partner for pooled investment vehicles. The firm registered with the SEC in 2023 and is owned by an individual owner. Its registered activities include serving as an adviser and sponsor, acting as a GP, and serving as the managing member for pooled funds. Lionheart does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • David Langer

    Founder & Managing PartnerCRD 7583430

  • Carlos Lopez Enriquez

    VP of FinanceCRD 8067693

  • Brandon Goldman

    PartnerCRD 8066866

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
455 Market St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth