Lion Capital Advisors Llc
- Regulatory AUM
- $94.8M
- Discretionary
- $94.8M
- Clients
- 29
- Avg AUM / client
- $3.3M
- Accounts
- 31
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $201K | 0.21% |
| High net worth individuals | 12 | $12.4M | 13.0% |
| Charitable organizations | Fewer than 5 clients | $1.4M | 1.43% |
| Other investment advisers | 7 | $17.5M | 18.5% |
| Corporations and other businesses | 10 | $63.4M | 66.9% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $32.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sv Fund | Other Private Fund | Cayman Islands | $32.2M | 10 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chaparro, German, Camilo | Managing Member | Jun 2019 (7y) | ≈ 0% – 5% via Bellerive Legacy Trust | |
| Philip Nordell Carey | Ceo, Cco | Apr 2021 (5y) | ≈ 18.75% – 50% via Philos Holdings, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Swiss Capital Advisors Llc | Shareholder | Jun 2019 | A | 50% – 75% |
| Philos Holdings, Llc | Shareholder | Jul 2021 | A | 25% – 50% |
| Bellerive Legacy Trust | Trustee | Dec 2024 | B | ≈ 0% – 5% via Chaparro, German, Camilo |
| Alec One Ltd | Shareholder | Dec 2024 | B | ≈ 37.5% – 75% via Swiss Capital Advisors Llc |
| Gestrust Sa | Trustee | Jun 2019 | B | GP / trustee / elected manager of Cw Partners (indirect) |
| Cw Partners | Trustee | Dec 2024 | B | GP / trustee / elected manager of Gestrust Sa (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Chaparro, German, Camilo: 75% – 100% of Bellerive Legacy Trust × 75% – 100% of Chaparro, German, Camilo × 0% – 5% direct ≈ 0% – 5% of the firm
- Philip Nordell Carey: 75% – 100% of Philos Holdings, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Bellerive Legacy Trust: 75% – 100% of Chaparro, German, Camilo × 0% – 5% direct ≈ 0% – 5% of the firm
- Alec One Ltd: 75% – 100% of Swiss Capital Advisors Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $32.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sv Fund | Other Private Fund | $32.2M | $539K | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 973 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Banque Pictet & Cie Sa $36.9M (33% of AUM) Jan 2021
- Union Bancaire Privee, Ubp S.A. $36.9M (39% of AUM) Mar 2026
- Deutsche Bank India $20.5M (22% of AUM) Mar 2026
- J.P. Morgan $19.1M (14% of AUM) May 2025
- Bank Vontobel Ag $8.4M (9% of AUM) Mar 2026
- Pershing $7.5M (3% of AUM) Jan 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗