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Lion Capital Advisors
LionX Advisors was established in 2018 by Silvia L. Rosen. The family’s wealth originated from careers in Swiss private banking and U.S. wealth management.
Lion Capital Advisors
LionX Advisors was established in 2018 by Silvia L. Rosen. The family’s wealth originated from careers in Swiss private banking and U.S. wealth management. The firm operates as a single-family office from Miami. Investment activity centers on real estate alongside public markets and private funds. Confirmed positions include the Jade Signature penthouse in Sunny Isles Beach. Geographic reach covers North America and the Caribbean. Michel Kulcsar serves as Portfolio Manager after prior roles at UBS and Santander. The team includes business partners Isaac Toledano of BH Group and Edgardo Defortuna of Fortune International Group. The firm maintains membership in the Altss professional network and supports BrazilFoundation. No dated operational events from the last 24 months appear in available records. LionX Advisors maintains a registered investment advisory structure that separates family capital from external mandates.
General information
Firm type
Single Family Office
Year founded
2018
Location
Region
North America
Country
United States
City
Miami
Corporate office
Miami, FL, United States
Principals
Silvia L. Rosen
President and Chief Investment Officer
Michel Kulcsar
Portfolio Manager
Isaac Toledano
Business Partner
Edgardo Defortuna
Business Partner
Sector focus
Frequently asked questions
Who runs investment decisions at LionX Advisors?
Silvia L. Rosen serves as President and Chief Investment Officer. Michel Kulcsar acts as Portfolio Manager.
Where does the underlying wealth come from?
The family’s wealth stems from the founders’ careers in Swiss private banking and U.S. wealth management.
What asset classes does LionX Advisors deploy into?
The firm allocates across public markets, private funds, and direct real estate opportunities.
Does LionX Advisors participate in fund commitments or only direct deals?
Allocations include both private funds and direct opportunities such as the Jade Signature penthouse.
Which geographies does LionX Advisors cover?
Investments span North America and the Caribbean.
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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