Lion Equity Investment Advisors
Private Equity SEC-registered adviser
Legal name: Lion Equity Investment Advisors, LLC
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
E
Funds(3)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Lion Equity Fund III, LP | Private Equity | $88.3M | $110.8M | 41 | Nov 2023 | Cold |
| Lion Fund Iii-B, LP | Private Equity | $29.3M | — | — | Oct 2023 | Cold |
| Lion Equity Holdings II, LLC | Private Equity | $55.8M | $63.8M | 58 | Sep 2016 | Cold |
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.
Regulatory identifiers
- CRD number
- 283404
- SEC file number
- 801-128308
Sources
- SEC Form ADV Oct 14, 2026