LION STREET ADVISORS, LLC
CRD #167610 SEC #801-107414 AUSTIN, TX 512-776-8400
SEC Registered Disclosures
Total AUM
$3.2B
Discretionary
$2.1B
Employees
152
Clients
101
Accounts
7,668
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $3.2B | $2.1B | $1.1B | 152 | 0 |
| Mar 2025 | $3.2B | $2.1B | $1.1B | 152 | 0 |
| Jun 2024 | $2.3B | $1.7B | $645.3M | 156 | 0 |
| Jun 2024 | $2.3B | $1.7B | $645.3M | 156 | 0 |
| Mar 2024 | $2.3B | $1.7B | $645.3M | 156 | 0 |
| Sep 2023 | $1.4B | $879.8M | $521.3M | 146 | 0 |
| Mar 2023 | $1.4B | $879.8M | $521.3M | 146 | 0 |
| Feb 2023 | $1.4B | $1.1B | $282.1M | 127 | 0 |
| Feb 2023 | $1.4B | $1.1B | $282.1M | 127 | 0 |
| Jan 2023 | $1.4B | $1.1B | $282.1M | 127 | 0 |
| Mar 2022 | $1.4B | $1.1B | $282.1M | 127 | 0 |
| Jun 2021 | $1.1B | $832.8M | $314.6M | 127 | 0 |
| Apr 2021 | $1.1B | $832.8M | $314.6M | 127 | 0 |
| Jan 2021 | $1B | $629.6M | $402.4M | 113 | 0 |
| Nov 2020 | $1B | $629.6M | $402.4M | 113 | 0 |
| Jun 2020 | $1B | $629.6M | $402.4M | 113 | 0 |
| Mar 2020 | $1B | $629.6M | $402.4M | 113 | 0 |
| Mar 2019 | $820.9M | $549.1M | $271.8M | 85 | 0 |
| Apr 2018 | $488.5M | $449.7M | $38.8M | 56 | 0 |
| Mar 2018 | $488.5M | $449.7M | $38.8M | 56 | 0 |
| Jun 2017 | $206.6M | $176.6M | $30M | 37 | 300 |
| Mar 2017 | $206.6M | $176.6M | $30M | 37 | 300 |
| Dec 2016 | $100.4M | $100.4M | $0 | 15 | 300 |
| Oct 2016 | $100.4M | $100.4M | $0 | 15 | 300 |
| May 2016 | $100.4M | $100.4M | $0 | 15 | 300 |
| May 2016 | $100.4M | $100.4M | $0 | 15 | 300 |
| May 2016 | $100.4M | $100.4M | $0 | 15 | 300 |
| May 2016 | $100.4M | $100.4M | $0 | 15 | 300 |
| Mar 2016 | $100.4M | $100.4M | $0 | 15 | 300 |
| Oct 2014 | $50M | $50M | $0 | 10 | 0 |
| Oct 2014 | $50M | $50M | $0 | 10 | 0 |
| Sep 2014 | $50M | $50M | $0 | 10 | 0 |
| Sep 2014 | $50M | $50M | $0 | 10 | 0 |
| Aug 2014 | $50M | $50M | $0 | 10 | 0 |
| Jul 2014 | $50M | $50M | $0 | 10 | 0 |
| Jul 2014 | $50M | $50M | $0 | 10 | 0 |
| Jul 2014 | $50M | $50M | $0 | 10 | 0 |
| Jul 2014 | $50M | $50M | $0 | 10 | 0 |
| Jul 2014 | $50M | $50M | $0 | 10 | 0 |
| Jul 2014 | $50M | $50M | $0 | 10 | 0 |
| Jun 2014 | $50M | $50M | $0 | 10 | 0 |
| Jun 2014 | $50M | $50M | $0 | 7 | 0 |
| Jun 2014 | $50M | $50M | $0 | 7 | 0 |
| Jun 2014 | $50M | $50M | $0 | 7 | 0 |
| May 2014 | $50M | $50M | $0 | 7 | 0 |
| Apr 2014 | $50M | $50M | $0 | 7 | 0 |
| Apr 2014 | $50M | $50M | $0 | 7 | 0 |
| Mar 2014 | $0 | $0 | $0 | 3 | 0 |
| Dec 2013 | $0 | $0 | $0 | 2 | 0 |
| Oct 2013 | $0 | $0 | $0 | 2 | 0 |
| Aug 2013 | $0 | $0 | $0 | 2 | 0 |
| Aug 2013 | $0 | $0 | $0 | 2 | 0 |
| Aug 2013 | $0 | $0 | $0 | 2 | 0 |
| Jun 2013 | $0 | $0 | $0 | 2 | 0 |
| Apr 2013 | $0 | $0 | $0 | 2 | 0 |
DateApr 2025
Total AUM$3.2B
Discretionary$2.1B
Non-Disc.$1.1B
Employees152
Clients0
DateMar 2025
Total AUM$3.2B
Discretionary$2.1B
Non-Disc.$1.1B
Employees152
Clients0
DateJun 2024
Total AUM$2.3B
Discretionary$1.7B
Non-Disc.$645.3M
Employees156
Clients0
DateJun 2024
Total AUM$2.3B
Discretionary$1.7B
Non-Disc.$645.3M
Employees156
Clients0
DateMar 2024
Total AUM$2.3B
Discretionary$1.7B
Non-Disc.$645.3M
Employees156
Clients0
DateSep 2023
Total AUM$1.4B
Discretionary$879.8M
Non-Disc.$521.3M
Employees146
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$879.8M
Non-Disc.$521.3M
Employees146
Clients0
DateFeb 2023
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$282.1M
Employees127
Clients0
DateFeb 2023
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$282.1M
Employees127
Clients0
DateJan 2023
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$282.1M
Employees127
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$282.1M
Employees127
Clients0
DateJun 2021
Total AUM$1.1B
Discretionary$832.8M
Non-Disc.$314.6M
Employees127
Clients0
DateApr 2021
Total AUM$1.1B
Discretionary$832.8M
Non-Disc.$314.6M
Employees127
Clients0
DateJan 2021
Total AUM$1B
Discretionary$629.6M
Non-Disc.$402.4M
Employees113
Clients0
DateNov 2020
Total AUM$1B
Discretionary$629.6M
Non-Disc.$402.4M
Employees113
Clients0
DateJun 2020
Total AUM$1B
Discretionary$629.6M
Non-Disc.$402.4M
Employees113
Clients0
DateMar 2020
Total AUM$1B
Discretionary$629.6M
Non-Disc.$402.4M
Employees113
Clients0
DateMar 2019
Total AUM$820.9M
Discretionary$549.1M
Non-Disc.$271.8M
Employees85
Clients0
DateApr 2018
Total AUM$488.5M
Discretionary$449.7M
Non-Disc.$38.8M
Employees56
Clients0
DateMar 2018
Total AUM$488.5M
Discretionary$449.7M
Non-Disc.$38.8M
Employees56
Clients0
DateJun 2017
Total AUM$206.6M
Discretionary$176.6M
Non-Disc.$30M
Employees37
Clients300
DateMar 2017
Total AUM$206.6M
Discretionary$176.6M
Non-Disc.$30M
Employees37
Clients300
DateDec 2016
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees15
Clients300
DateOct 2016
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees15
Clients300
DateMay 2016
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees15
Clients300
DateMay 2016
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees15
Clients300
DateMay 2016
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees15
Clients300
DateMay 2016
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees15
Clients300
DateMar 2016
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees15
Clients300
DateOct 2014
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees10
Clients0
DateOct 2014
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees10
Clients0
DateSep 2014
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees10
Clients0
DateSep 2014
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees10
Clients0
DateAug 2014
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees10
Clients0
DateJul 2014
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees10
Clients0
DateJul 2014
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees10
Clients0
DateJul 2014
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees10
Clients0
DateJul 2014
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees10
Clients0
DateJul 2014
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees10
Clients0
DateJul 2014
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees10
Clients0
DateJun 2014
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees10
Clients0
DateJun 2014
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees7
Clients0
DateJun 2014
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees7
Clients0
DateJun 2014
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees7
Clients0
DateMay 2014
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees7
Clients0
DateApr 2014
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees7
Clients0
DateApr 2014
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees7
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0