# LION STREET ADVISORS, LLC

LION STREET ADVISORS, LLC of AUSTIN, TX is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 167610
- Type: SEC-registered investment adviser
- SEC file number: 801-107414
- Location: 300 COLORADO, SUITE 2600, AUSTIN, TX, 78701
- Phone: 512-776-8400
- Latest filing: 2025-04-01
- Regulatory AUM: $3.2B
- Discretionary AUM: $2.1B
- Non-discretionary AUM: $1.1B
- Clients: 152
- Accounts: 7,668

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Carie Marie Heckler | CCO | — |
| John Fredrick Burmeister | PRESIDENT & CEO | — |
| Kari Ratajczak | CHIEF ACCOUNTING OFFICER | — |
| HECKLER CARIE MARIE | CCO | — |
| LEFFERTS JOHN MICHAEL | PRESIDENT/CEO | — |
| BURMEISTER JOHN FREDRICK | PRESIDENT & CEO; PRESIDENT/COO | — |
| WARDLAW KYLE NEWT | DIRECTOR OF SALES SUPERVISION | — |
| RATAJCZAK KARI | CHIEF ACCOUNTING OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Branch offices (81)

_Showing 15 of 81 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| BELLEVUE | WA | 7 | 425-749-3300 |
| NEWTON | MA | 6 | 617-225-2600 |
| TYLER | TX | 5 | 903-533-8585 |
| WACO | TX | 5 | 254-399-0212 |
| CEDAR RAPIDS | IA | 5 | 319-739-1436 |
| FARGO | ND | 3 | 701-232-0643 |
| FARGO | ND | 3 | 701-232-0643 |
| LAKE FOREST | CA | 3 | 949-852-2288 |
| PITTSBURGH | PA | 3 | 412-281-5472 |
| MISSION | KS | 3 | 913-319-8925 |
| NAPERVILLE | IL | 2 | 630-842-3600 |
| EUGENE | OR | 2 | 541-342-2224 |
| EUGENE | OR | 2 | 541-342-2224 |
| SUNBURY | OH | 2 | (740) 331-7868 |
| LAKE OSWEGO | OR | 2 | 503-341-3663 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167610/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167610/similar
- Related entities: https://search.stillhousedata.com/firm/167610/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167610

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.