Lionshead Wealth Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 288526
- Registered since
- May 24, 2017
- Website
- www.lionsheadwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.7%
- Individuals9.26%
- Pension & Profit Sharing Plans2.91%
- Charitable Organizations1.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Lionshead Wealth Management, LLC is an independent registered investment adviser organized as an LLC that began SEC registration in 2017. The firm operates as a capital allocator for both individual and family clients as well as institutional clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. Lionshead does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds71%
- Exchange Traded Equities25%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
- Derivatives1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$109M in ETFs
62%
$67.8M
33%
$41.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI) | Dimensional | Active | Foreign Large Blend | $10M | 242,107 | 9.21% |
Location
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
- 250 W 55th St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Lonetree Capital, LLC
RIANew York, NY
Forsyth Street Asset Management LLC
RIANew York, NY
Hemisphere Partners LLC
RIANew York, NY
Dilation Capital Management LP
RIANew York, NY
Arch Global Advisors, LLC
RIANew York, NY
Boyar Asset Management, Inc.
RIANew York, NY