Lionhunter Capital Management LLC

RIASEC RegisteredEst. 2026
Total AUM
$267M
Discretionary
$267M
100% of AUM
Avg account
$19.1M
Accounts
14
Employees
2
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
341117
Registered since
April 6, 2026
Fee structure
Percentage of AUM
Client types
  • HNWI89.14%
  • Charitable Organizations10.86%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lionhunter Capital Management LLC is an independent, SEC-registered investment adviser organized as an LLC and registered in 2026. The firm charges clients a percentage of assets under management and provides discretionary portfolio management for individuals, small businesses, and institutions. It reports no formal role as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

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

2 of 2
  • Robert Grgas

    Registered RepresentativeCRD 2423171

  • Vadim Mostovoy

    Investment Advisory RepresentativeCRD 2147364

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 12

Active vs passive

$17.4M in ETFs

Passive

52%

$9.1M

Active

40%

$8.3M

ETFProviderStyleCategoryValueShares% of portfolio
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF (JEPQ)JP MorganActiveDerivative Income$4M65,14522.98%

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
90 Broad St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth