Lion Equity Investment Advisors

Private Equity SEC-registered adviser

Legal name: Lion Equity Investment Advisors, LLC

Denver, CO Website LinkedIn

AUM

$173.5M
Regulatory AUM

Private funds

3
Private Equity 3

Private fund assets

$173.5M
Gross asset value

Employees

12

Last Form D raise

Nov 2023
Most recent fund filing

From SEC Form ADV filing (filed Mar 11, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

A
Chief Compliance Officer, Co-Founder and Partner
E
Co-Founder and Partner

Funds(3)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Lion Equity Fund III, LPPrivate Equity$88.3M$110.8M41Nov 2023Cold
Lion Fund Iii-B, LPPrivate Equity$29.3M——Oct 2023Cold
Lion Equity Holdings II, LLCPrivate Equity$55.8M$63.8M58Sep 2016Cold

Board seats(2)

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

Vivabox Group
Business ServicesDenver, CODirector: E Levitas
$8.0M raised
Since Sep 2017
SEC Form D
Vivabox Group
Business ServicesDenver, CODirector: Ari Silverman
$8.0M raised
Since Sep 2017
SEC Form D

Regulatory identifiers

CRD number
283404
SEC file number
801-128308

Sources