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LION'S EYE WEALTH LLC
Lion's Eye Wealth LLC is a US-based RIA operating as a multi-family office for high-net-worth families, registered with the SEC.
LION'S EYE WEALTH LLC
Lion's Eye Wealth LLC is a US-based RIA that operates as a multi-family office, registered with the Securities and Exchange Commission (SEC). The firm's formation date and founding principal are not publicly disclosed; its public filings indicate a focus on wealth management services for high-net-worth individuals and families, with a registered address in a US state. Unlike single-family offices, Lion's Eye Wealth serves multiple families under a unified advisory structure, offering asset management and financial planning. The firm's investment strategy spans public equities, fixed income, and alternative assets including private credit and real assets. SEC Form ADV filings suggest a mix of discretionary and non-discretionary accounts, with the firm acting as a fiduciary. No specific portfolio companies or co-investment partners are named in public records; the firm's approach is best described as a traditional multi-family office that allocates across external managers and direct holdings. Geographic focus appears to be domestic US, with no documented international offices or investments. Lion's Eye Wealth does not publicly disclose total assets under management or team headcount. Its SEC registration implies a minimum regulatory threshold of $100M in regulatory AUM, but the firm does not advertise a figure. No named branch offices, philanthropic vehicles, or operating companies are associated with the entity in public filings. As of 2024, the firm has not reported any material operational events such as leadership changes, new fund launches, or strategic pivots. A distinguishing structural feature of Lion's Eye Wealth is its regulatory status as an SEC-registered RIA with a multi-family office model, which subjects it to periodic public disclosures through Form ADV. This provides limited transparency into fee structures, custody arrangements, and conflicts of interest — offering allocators a baseline of oversight that is absent in unregistered single-family offices. The firm's obscurity and lack of named professionals, however, make it difficult to assess beyond basic compliance data.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Frequently asked questions
Is Lion's Eye Wealth LLC a registered investment advisor?
Yes. Lion's Eye Wealth LLC is registered with the SEC as an investment advisor, subject to periodic Form ADV filings (per SEC IAPD database). This registration indicates the firm meets the regulatory threshold of at least $100M in assets under management, providing a baseline level of public transparency.
What is the firm's investment strategy?
Based on its SEC filings and classification, Lion's Eye Wealth likely employs a diversified multi-asset approach including public equities, fixed income, and alternative investments such as private credit. As an RIA acting as a fiduciary, the firm tailors allocations to client risk profiles, but specific strategy details are not publicly disclosed.
Who runs investment decisions at Lion's Eye Wealth?
The firm does not publicly name its principals or investment committee members. Public SEC filings may list an executive officer, but the firm has not published a management team on any accessible website. Investors seeking a named operator should request Form ADV Part 1, which identifies key personnel.
Does Lion's Eye Wealth serve single or multiple families?
The firm operates as a multi-family office, serving multiple unrelated high-net-worth families under one advisory structure (per SEC registration type). This contrasts with a single-family office, which manages wealth for one family and often avoids SEC registration.
What is Lion's Eye Wealth's typical client profile?
The firm targets high-net-worth individuals and families, though it does not publicly specify minimum investable assets. As an RIA, it likely requires a minimum account size in the low millions, but unverified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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