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Lionhart Investments Limited (Wimbledon, London)


Lionhart Investments Limited is a large advisory firm based in Wimbledon, London. It manages $768 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2005.

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Lionhart Investments Limited provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lionhart Investments Limited: assets under management

The assets under management (AUM) of Lionhart Investments Limited is $768 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $768 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $192 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lionhart Investments Limited for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wimbledon, London

The principal office where Lionhart Investments Limited performs its advisory services is located at Heston Business Court, Wimbledon, London, Sw194 Uw, which is also the mailing address of the firm. An additional office of the firm is in Fair Haven, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 44-208-947-6934 or by fax 44-208-947-6936. The normal business hours are 8 - 6 gmt on Monday - Friday. You can find more information about the New York firm at www.lionhart.net.


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