RIA Intel›Advisers›Texas›LION STREET ADVISORS, LLC

LION STREET ADVISORS, LLC

Advisory

N·AUSTIN, TX

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM

$3.2B

1-Year AUM Growth

+35.7%

3-Year CAGR

+31.4%

Employees

138

Assets Under Management

Total AUM$3.2B

Discretionary AUM$2.1B

Non-Discretionary AUM$1.1B

Discretionary %66.4%

Total Clients7,801

Team

Total Employees138

Investment Advisers152

Employee Growth (1Y)-2.1%

Filing History

Total Filings on Record53

First FilingApr 26, 2013

Latest FilingMar 31, 2025

🔒 Full AUM trend chart and 53 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LION STREET ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.