Form D · Private Equity Fund

Lion Equity Holdings II, LLC

Denver, CO · CIK 0001684915

Offering snapshot reported Sep 21, 2016 · SEC filing

Reported sold: $63.8M
Investors reported: 58
Minimum accepted: $15K
First sale: Sep 15, 2016

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Sep 21, 2016	Initial	$63,760,000	No comparison	58	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-271042

Source: Form D, filed Sep 21, 2016. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

LION EQUITY HOLDINGS II, LLC

Investment adviser: LION EQUITY INVESTMENT ADVISORS, LLC

Gross asset value: $55.8M
Beneficial owners: 58
ADV minimum commitment: $500K

Reported in Form ADV on Mar 11, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator JUNIPER SQUARE, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PLANTE & MORAN, PLLC DENVER, Colorado, United States

Custodian CIBC BANK USA CHICAGO, Illinois, United States Related to adviser: No

Custodian JP MORGAN CHASE & CO. DENVER, Colorado, 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

PLANTE & MORAN, PLLC
PCAOB 166

Filing source

Form ADV 2053355 · Mar 11, 2026 · Schedule D 7.B.(1), fund 805-9443813619

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
E. James Levitas.	Director, Promoter
Ari J. Silverman	Director, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

3003 E. 3rd Avenue Suite 201
Denver, CO, 80206