L
CRD: 163757
Lionsight Capital, LLC
Mint Hill, NC
7049367516
$8.2M Total AUM
$8.2M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-09-2012
- Office Locations
- 1
Office Locations
-- Mint Hill NC
About Lionsight Capital, LLC
Lionsight Capital, LLC is a Mint Hill-based RIA. The firm has been operating for 14 years. Managing $8.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$8.2M AVG AUM / ADVISOR
$514.9K AVG AUM / CLIENT
14.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Timber Peak
Client Personas
Wave
Investment Themes
Vector wave
Investment Vehicles
Atlas signal
Services
Zenith Horizon fusion Atlas Radial Value Radial vital Peak
Owner & Executives
J
JOSEPH MICHAEL CALABRASI
Managing Member
- CRD
- #5215899
- Ownership
- 75% or more
(747) 830-9680
focus.prime@bridgecapital.com
in linkedin.com/in/timber-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,238,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,238,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,238,000
Public Funds:
21.5% Equity - Exchange:
9.1% U.S. Government/Agency:
33.6% Cash:
35.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $213,186,004 | 21.5% |
| Equity - Exchange | $90,232,216 | 9.1% |
| U.S. Government/Agency | $333,165,104 | 33.6% |
| Cash | $354,979,486 | 35.8% |
| Total | $991,562,810 | 100.0% |