Lionsoul Global Advisors

RIASEC Registered
Total AUM
$8.2M
Discretionary
$8.2M
100% of AUM
Avg account
$263K
Accounts
31
Employees
1
Advisory reps
2

Firm details

Headquarters
London,
CRD number
324883
Custodians
BITGO FINANCIAL SERVICES, INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lionsoul Global Advisors is a small, LLC-structured advisory that serves both individual/family clients and institutional investors. The firm provides portfolio management services for individuals, small businesses, and for businesses or institutions, and is listed as operating in CPO/CTA activities. Its compensation model combines a percentage-of-assets fee with performance-based fees, a setup consistent with managers that run pooled or active-trading strategies. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser in the source data; the year of SEC registration is not listed. Ownership information indicates involvement by domestic entities, foreign entities, and individuals.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Gregory Mall

    Gregory Mall

    Chief Investment OfficerCRD 8040974

Contacts

1 of 1
  • Max Evard

    Co-Founder & DirectorCRD 8106055

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
117 St James's St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth