Lionsight Capital, LLC
RIASEC Registered
Total AUM
$8.2M
Discretionary
$8.2M
100% of AUM
Avg account
$317K
Accounts
26
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 163757
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI52.86%
- Individuals47.14%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lionsight Capital, LLC operates as an independent, owner-managed registered investment adviser organized as an LLC. The firm focuses on serving individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-assets model and hourly billing. The firm does not identify itself as an active ESG investor and is not positioned as a multi-state adviser or a dedicated capital allocator.
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
- Public Funds/Mutual Funds60%
- Exchange Traded Equities25%
- US Government Bonds10%
- Cash & Cash Equivalents5%
Contacts
1 of 1Joseph Calabrasi
Managing MemberCRD 5215899
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Castleark Alternatives, LLC
RIAChicago, IL
AUM $8.2MTEAM 5REPS 2
Pillar Wealth LLC
RIAFranklin, IN
AUM $8.2MTEAM 3REPS 3
Southbridge Capital Partners LLC
RIAChattanooga, TN
AUM $8.2MTEAM 2REPS 2
Blacksmith Advisors LLC
RIAAUM $8.3MTEAM 1REPS 1
Alpha Prime Capital, LLC
RIAAUM $8.3MTEAM 1REPS 1
RLS Financial Group, Inc.
RIAAUM $8.3MTEAM 1REPS 1