RIA Intel›Advisers›New York›LIONTREE INVESTMENT MANAGEMENT, LLC

LIONTREE INVESTMENT MANAGEMENT, LLC

Advisory

N·NEW YORK, NY

Data as of May 20, 2026 · Source: SEC Form ADV

Total AUM
$1.7B
1-Year AUM Growth
-1.5%
3-Year CAGR
-0.5%
Employees
12
Assets Under Management
Total AUM$1.7B
Discretionary AUM$1.7B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients4
Team
Total Employees12
Investment Advisers32
Employee Growth (1Y)+33.3%
Filing History
Total Filings on Record9
First FilingJul 27, 2021
Latest FilingMay 20, 2026
🔒 Full AUM trend chart and 9 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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