Lionheart Strategic Management, LLC
SEC RegisteredA Full-Service Asset Management And Investment Advisory Firm
About the firm
Lionheart Strategic Management, LLC, is an SEC-registered investment advisor that was formed in 2017 as the asset management affiliate of Fisher Brothers to manage investments for individuals of the firm and on behalf of third-party investors seeking exposure to real estate strategies with a primary focus on top urban markets within the United States.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset management and investment advisory services with a focus on commercial real estate investing, targeting high-opportunity investments in attractive markets through a risk-controlled approach to investing in complex transitional assets.
Who they serve
Individuals of the firm and third-party investors seeking exposure to real estate strategies
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 1 | $12M |
| Insurance Companies | 8 | — |
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lionheart Strategic Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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