LIONSIGHT CAPITAL, LLC

Overview

Lionsight Capital, LLC is a small, independent registered investment advisor serving individuals and families with financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and also accepts hourly engagements, and it operates under an individual ownership structure. Investment practice centers on public pooled vehicles for core exposures, supplemented by third‑party alternative managers to add non‑correlated return streams. The adviser reports not positioning itself as an ESG investor and does not operate as a multi‑state adviser. Portfolios are managed on a discretionary basis, with the firm emphasizing diversified mutual fund allocations as the primary building blocks of client accounts. The use of external hedge fund managers provides clients access to alternative strategies that are intended to complement the public fund sleeve and mitigate market volatility.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices