Lion Resource Management Ltd (London)


Lion Resource Management Ltd is an adviser based in London. It manages $19 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001.

Lion Resource Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lion Resource Management: assets under management

The assets under management (AUM) of Lion Resource Management Ltd is $19 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $2 million in discretionary accounts and $17 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $8.5 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lion Resource Management Ltd for their services and products based on a percentage of assets under management and 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Andrew Malin Shareholder 1 Sep 1996 25% - 50% 4445887

Based in London

The principal office where Lion Resource Management Ltd performs its advisory services is located at 7 Kendrick Mews, London, Sw7 3 Hg, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 44207590-8810 or by fax 44207584-5484. The normal business hours are 0900 - 1800 on Monday - Friday.