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LIONTREE INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · CRD 315628 · IAPD ↗ · liontree.com · 212-644-4200

$1.70BRegulatory AUM
12Advisory reps
32Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2025 — LIONTREE INVESTMENT MANAGEMENT, LLC grew from 8 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
57
April 2024 — LIONTREE INVESTMENT MANAGEMENT, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.