LIEEF LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
IRVINE, California
CRD number
329709
Registered since
January 16, 2024

Firm profile

FINTRX

Overview

Lieef LLC is an SEC-registered advisory firm organized as a limited liability company and registered in 2024. The firm’s documented activity centers on managing private fund vehicles rather than running traditional advisory accounts for retail or institutional clients. It is not identified as an active ESG investor, a multi-state adviser, a pension consultant or a capital allocator in the available disclosures. The firm’s investment allocation emphasis is on private equity strategies delivered through its fund vehicles; the disclosures point to concentrated, illiquid equity positions typical of direct private-company investing rather than broad public-market indexing.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • BRADLEY KAVIN

    Founder & CEOCRD 6289535

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

IRVINE, CA

ORANGE

Location

IRVINE, CA

Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
1 Park Plz
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth