Fee-only adviser · New York, NY

Lionhunter Capital Management LLC

Lionhunter Capital Management LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in New York, New York. On its latest Form ADV, filed July 24, 2026, it reports $267M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationSEC-registered
Firm CRD number341117 · SEC file 801-135762
Office90 Broad Street Suite 215
New York, NY 10004
Phone(212) 602-0686
WebsiteNot listed
Regulatory assets under management$267M
Individual clientsFewer than 5
Financial planning clientsNot reported
How it chargesPercentage of assets
ServicesPortfolio management
Employees2
Disciplinary disclosuresNone reported
Latest Form ADV filingJuly 24, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in New York

See all 356 fee-only advisers in New York →

Nearby

Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Lionhunter Capital Management LLC? Update this listing.