LION STREET ADVISORS LLC
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served41+3 YoYRank #413 of mapped providers
Assets under administration$31.8B0.0%Market share · rank #431
Fees received$3MMedian $35,000/planSum across Schedule C direct + indirect
Net wins YoY+37 won · 4 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical LION STREET ADVISORS LLC plan look like?
Service mix · median fees per plan
Count of plans where LION STREET ADVISORS LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 27 | $35,441 | |
Consulting (general); Direct payment from the planCode 16 | 4 | $21,873 | |
Investment management fees paid directly by plan; Investment advisory (participants); Investment advisory (plan)Code 26 | 4 | $31,157 | |
Investment management; Investment management fees paid directly by planCode 28 | 3 | $780,568 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 2 | $34,344 | |
Accounting (including auditing)Code 10 | 1 | $7,268 |
Competitor overlap
Percent of LION STREET ADVISORS LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under LION STREET ADVISORS LLC.
| Sponsor | From | Assets |
|---|---|---|
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | TROUTMAN SANDERS LLP | $15.3B |
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | MITTERA INC | $15.0B |
TUFTS MEDICAL CENTER, INC.MA · 043400617-007 | FIDELITY INVESTMENTS INSTITUTIONAL | $373M |
BEACON CREDIT UNIONIN · 356025844-002 | PRINCIPAL LIFE INSURANCE COMPANY | $35M |
ATLANTIC COAST MORTGAGE, LLCVA · 611645461-001 | KESTRA INVESTMENT SERVICES LLC | $34M |
TOWARD INDEPENDENT LIVING AND LEARNING, INC.MA · 042672688-001 | AMERICAN UNITED LIFE INSURANCE CO | $9M |
Plans lost in 2024
Appeared last year under LION STREET ADVISORS LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
CASEY'S GENERAL STORES INC.IA · 420935283-002 | MMA SECURITIES LLC | $411M |
LINCOLN INSTITUTE OF LAND POLICYMA · 866021106-001 | TIAA | $50M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | $15.3B | 58,166 | $1M | 1y | - |
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $780,568 | 1y | - |
TUFTS MEDICAL CENTER, INC.MA · 043400617-007 | $373M | 2,941 | $10,000 | 1y | 1 |
BOWMAN CONSULTING GROUP, LTD.VA · 541762351-001 | $165M | 2,635 | $60,000 | 3y | 1 |
MONTEREY BAY AQUARIUM RESEARCH INSTITUTECA · 770150580-002 | $127M | 356 | $35,000 | 6y | - |
CUSTOMINK, LLCVA · 541983207-002 | $84M | 1,504 | $44,000 | 3y | 1 |
LEADER BANKMA · 043557920-001 | $63M | 482 | $24,745 | 4y | 1 |
LEATHERMAN TOOL GROUP, INC.OR · 930841712-001 | $47M | 659 | $43,653 | 5y | - |
BOSTON IVF, LLCMA · 042921956-001 | $45M | 785 | $50,000 | 5y | 1 |
FACING HISTORY & OURSELVES, INC.MA · 042761636-001 | $37M | 325 | $20,000 | 6y | 1 |
Flag exposure
90.2%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (9)
Raw Schedule C names collapsed into LION STREET ADVISORS LLC.
- LION INDUSTRIAL
- LION INDUSTRIAL TRUST
- LION STEET ADVISORS LLC
- LION STREET ADVISOR LLC
- LION STREET ADVISOR, LLC
- LION STREET ADVISORS
- LION STREET ADVISORS LLC
- LION STREET ADVISORS, LLC
- LION STREET ADVISORY
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for LION STREET ADVISORS LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 2.44% | 7.76% | -5.32 pp |
| Fidelity bond gap | 2 | 4.88% | 26.94% | -22.06 pp |
| Late contributions | 15 | 36.59% | 1.71% | +34.87 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 8 | 19.51% | 1.76% | +17.75 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with LION STREET ADVISORS LLC. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).