Investment adviser · CRD 283404
LION EQUITY INVESTMENT ADVISORS, LLC
Investment adviser filing (IA)
DENVER, CO, United States · Form ADV filed Mar 11, 2026
- Regulatory AUM
- $173M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 12 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 3 | $173,464,223 | 100.0% |
Filing source
Form ADV 2053355 · Mar 11, 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
4 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
LION EQUITY FUND III, LPPrivate Equity Fund · Last reported Mar 11, 2026$88.3MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 166
Fund details & source
- Fund ID
- 805-2942142368
- Reported beneficial owners
- 50
- Minimum commitment
- $1M
- Form D file number
- 021-466130
Form ADV 2053355 · Mar 11, 2026 · 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.
LION EQUITY HOLDINGS II, LLCPrivate Equity Fund · Last reported Mar 11, 2026$55.8MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 166
Fund details & source
- Fund ID
- 805-9443813619
- Reported beneficial owners
- 58
- Minimum commitment
- $500K
- Form D file number
- 021-271042
Form ADV 2053355 · Mar 11, 2026 · 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.
LION FUND III-B, LPPrivate Equity Fund · Last reported Mar 11, 2026$29.3MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 166
Fund details & source
- Fund ID
- 805-9528283396
- Reported beneficial owners
- 2
- Minimum commitment
- $1M
- Form D file number
- 021-495693
Form ADV 2053355 · Mar 11, 2026 · 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.
LION EQUITY HOLDINGS, LLCPrivate Equity Fund · Last reported Aug 30, 2024$438KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 166
Fund details & source
- Fund ID
- 805-2352062297
- Reported beneficial owners
- 56
- Minimum commitment
- $250K
Form ADV 1899195 · Aug 30, 2024 · 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 11, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
260 N. JOSEPHINE ST., SUITE 220DENVER, CO, 80206, United States
CRD 283404
Filing source
Form ADV 2053355 · Mar 11, 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.