Investment adviser · CRD 305440

LION CAPITAL ADVISORS LLC

Investment adviser filing (IA)

MIAMI, FL, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $94.8M
Client accounts: 31
Employees: 3
Advisory professionals: 1

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Corporations & businesses	10	$63,391,645	66.9%
Other investment advisers	7	$17,500,683	18.5%
High-net-worth individuals	12	$12,365,002	13.0%
Charities	Fewer than 5	$1,351,800	1.4%
Individuals	Fewer than 5	$200,541	0.2%

Filing source

Form ADV 2073525 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SV FUNDOther Private Fund · Last reported May 1, 2025$38.2MGross asset value

Fund administrator TRIDENT TRUST COMPANY (CAYMAN) LIMITED GEORGE TOWN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BERKOWER LLC ISELIN, New Jersey, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BERKOWER LLC
PCAOB 877561

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-2803488868
Reported beneficial owners: 10
Minimum commitment: $518K

Form ADV 1986933 · May 1, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets

Principal office

1450 BRICKELL AVE., SUITE 1480
MIAMI, FL, 33131, United States

CRD 305440

Filing source

Form ADV 2073525 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.