Lion Capital Advisors LLC

Lion Capital Advisors provides discretionary and non‑discretionary investment management and related consulting services to individuals (including high‑net‑worth clients), families, retirement plans, corporations, trusts, foundations, and business entities, and may advise or provide services to private investment vehicles and special purpose vehicles. Services include separately managed accounts offered in conservative, balanced, and growth strategies, as well as financial planning, consolidated reporting, and ad hoc family‑office or special‑project engagements.

The firm customizes relationships through written Investment Management Agreements and constructs portfolios using a blend of fundamental, technical, cyclical, and charting analysis to align with clients’ objectives and risk profiles. Lion Capital may employ hedging, options, short‑sale strategies and borrowing (margin) in separately managed accounts, and it adjusts portfolio allocations and service considerations for non‑U.S. clients to reflect differing tax and regulatory issues.

Distinctive features include active involvement with pooled vehicles, private funds, and SPVs—Lion Capital discloses SPV‑related services, potential SPV fees, co‑investment by management and a recent Cayman SPV liquidation—alongside a notable non‑U.S. client base and the capacity to custody and execute through non‑U.S. custodians. The firm also has an affiliated commodity trading entity and shared personnel arrangements, factors it identifies as potential sources of conflicts that it manages through disclosure and internal policies.