Investment adviser · CRD 167610
LION STREET ADVISORS, LLC
Investment adviser filing (IA)
AUSTIN, TX, United States · Form ADV filed Apr 1, 2025
- Regulatory AUM
- $3.18B Form ADV · Item 5.F
- Client accounts
- 7,668 Accounts, not individual clients
- Employees
- 152 Reported in this filing
- Advisory professionals
- 138 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 |
|---|---|---|---|
| Individuals | 7,668 | $2,293,116,030 | 72.2% |
| Retirement plans | 21 | $466,585,127 | 14.7% |
| High-net-worth individuals | 112 | $417,662,556 | 13.1% |
Filing source
Form ADV 1975540 · Apr 1, 2025 · 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
0 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 1, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
300 COLORADO, SUITE 2600AUSTIN, TX, 78701, United States
CRD 167610
Filing source
Form ADV 1975540 · Apr 1, 2025 · 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.