RIA Intelligence

LIONHEART STRATEGIC MANAGEMENT, LLC

CRD #314990 SEC #801-122551 NEW YORK, NY 646-744-2284
SEC Registered Private Funds
Total AUM
$370.9M
Discretionary
$12.4M
Employees
11
Clients
--
Accounts
8

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KLEIN, ANDREW, PHILIPICHIEF COMPLIANCE OFFICER AND MANAGING DIRECTORNA Control
KLEIN, ANDREW, PHILIPICHIEF COMPLIANCE OFFICER AND MANAGING DIRECTORNA Control
KLEIN, ANDREW, PHILIPICHIEF COMPLIANCE OFFICER AND MANAGING DIRECTORNA Control
KLEIN, ANDREW, PHILIPICHIEF COMPLIANCE OFFICER AND MANAGING DIRECTORNA Control
KLEIN, ANDREW, PHILIPIMANAGING DIRECTORNA Control
KLEIN, ANDREW, PHILIPIMANAGING DIRECTORNA Control
KLEIN, ANDREW, PHILIPIMANAGING DIRECTORNA Control
Mandelbaum, Andrew, NMNICHIEF COMPLIANCE OFFICERNA Control
Mandelbaum, Andrew, NMNICHIEF COMPLIANCE OFFICERNA Control
Mandelbaum, Andrew, NMNICHIEF COMPLIANCE OFFICERNA Control
Mandelbaum, Andrew, NMNICHIEF COMPLIANCE OFFICERNA Control
POST, SEBASTIAN, JOHAN LIPKAIMANAGING DIRECTORNA Control
POST, SEBASTIAN, JOHAN LIPKAIMANAGING DIRECTORNA Control
POST, SEBASTIAN, JOHAN LIPKAIMANAGING DIRECTORNA Control
POST, SEBASTIAN, JOHAN LIPKAIMANAGING DIRECTORNA Control
POST, SEBASTIAN, JOHAN LIPKAIMANAGING DIRECTORNA Control
POST, SEBASTIAN, JOHAN LIPKAIMANAGING DIRECTORNA Control
POST, SEBASTIAN, JOHAN LIPKAIMANAGING DIRECTORNA Control
POST, SEBASTIAN, JOHAN LIPKAIMANAGING DIRECTORNA Control
LIONHEART STRATEGIC MANAGEMENT HOLDCO LLCDESOLE MEMBERE Control
LIONHEART STRATEGIC MANAGEMENT HOLDCO LLCDESOLE MEMBERE Control
LIONHEART STRATEGIC MANAGEMENT HOLDCO LLCDESOLE MEMBERE Control
LIONHEART STRATEGIC MANAGEMENT HOLDCO LLCDESOLE MEMBERE Control
LIONHEART STRATEGIC MANAGEMENT HOLDCO LLCDESOLE MEMBERE Control
LIONHEART STRATEGIC MANAGEMENT HOLDCO LLCDESOLE MEMBERE Control
LSM MASTER HOLDING COMPANY LLCDESOLE MEMBERE Control
LSM MASTER HOLDING COMPANY LLCDESOLE MEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
LIONHEART STRATEGIC MANAGEMENT HOLDCO LLCDELSM MASTER HOLDING COMPANY LLCE Control
LSM MANAGEMENT LLCDELSM MASTER HOLDING COMPANY LLCC Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (1)

NY

Address

605 THIRD AVENUE
36TH FLOOR
NEW YORK, NY 10158
United States
Phone: 646-744-2284