Philip Nordell Carey

Employer firm

Lion Capital Advisors LLC CRD 305440

$94.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2020 → Present
  Lion Capital Advisors Llc
  Miami, FL
• 01/2018 → 07/2020
  Crescendo Asset Management Llc
  New York City, NY
• 09/2011 → Present
  Lloyd Capital Llc
  Geneva

Other Businesses

1) Managing Partner and CEO of Shaba LLC, a commodity trading company wholly owned by LionCap. Start Date: April 2024. Shaba does not provide trading advice or manage commodity futures accounts for Lion Capital Advisors clients. 2) Director of a Cayman Special Purpose Vehicle managed by Lion Capital Advisors. Start Date: April 2023. 3) Insurance licensed to sell life and health insurance and variable annuities. 4) Vice President and Trustee of the Board of the Sapelo Foundation, a private family foundation based in Savanah, Georgia, and member of the Investment Committee. Start date: 2012. 5) Member of the CGS Dean's Advisory Board at Boston University and the Master of Science in Sustainable Business Advisory Board at the University of Miami Business School. Approximately 20% of the time during trading hours is dedicated to these outside business activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-25