Asset manager · New York, NY
Lionheart Strategic Management, LLC
SEC-registered investment adviser · CRD 314990 · SEC 801-122551
At a glance
Lionheart Strategic Management, LLC is an SEC-registered investment adviser based in New York, New York, with $509 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is other investment advisers. By Form ADV it is a asset manager, ranked 1,673rd of 3,218 asset managers and 7,751st of 17,210 SEC-registered advisers by assets.
Main office 646-744-2284lionheartstrategic.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $509M
- Rank among asset managers
- #1,673 of 3,218
- Rank among all SEC RIAs
- #7,751 of 17,210
- Rank in New York
- #1,470 of 2,591
- Clients
- 9
- Accounts
- 9
- Discretionary
- 2% of AUM
- Employees
- 14
- Advisory staff
- 11
- Offices
- 1
Owners and executives on its Form ADV
- Sebastian J. PostManaging Partner
- Andrew N. MandelbaumChief Compliance Officer
- Andrew P. KleinManaging Partner
Custody and brokerage
Custodian
Lionheart Strategic Management, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other investment advisers | 8 | $496M | 98% |
| Pooled investment vehicles | 1 | $12M | 2% |
Private funds
Lionheart Strategic Management, LLC reports 1 private funds with $12M in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Lionheart Strategic Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗lionheartstrategic.com ↗
AtlasMembers
The full record on Lionheart Strategic Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 1,020 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Lionheart Strategic Management, LLC manage?
Lionheart Strategic Management, LLC reports $509 million in regulatory assets under management across 9 accounts, 2% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Lionheart Strategic Management, LLC?
Lionheart Strategic Management, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Lionheart Strategic Management, LLC’s clients?
By assets, its largest client types are other investment advisers ($496 million, 8 clients); pooled investment vehicles ($12 million, 1 clients).
Does Lionheart Strategic Management, LLC manage private funds?
Yes. It reports 1 private funds with $12 million in gross assets, including real estate funds.
Does Lionheart Strategic Management, LLC have any disciplinary history?
Lionheart Strategic Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Lionheart Strategic Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →