LIFE LINE FAMILY HERITAGE FUND MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Beverly Hills, California
CRD number
314550
Registered since
June 23, 2021

Firm profile

FINTRX

Overview

Life Line Family Heritage Fund Management, LLC is an SEC-registered limited liability company formed in 2021 that operates primarily as a manager of pooled private investment vehicles. The firm’s public filings and activity indicate it takes sponsor and general partner roles, acting as a managing member for pooled funds rather than operating as a traditional multi-state advisory practice with separate retail advisory accounts. It is not identified as an active ESG investor and is not classified as a capital allocator in its filings. The firm lists relationships with other professional service providers—accountants and law firms—and identifies itself in filings as an other investment adviser and sponsor/GP for pooled vehicles. That profile points to a focus on fund formation, fund management and administration activities, with investment decisions executed at the fund level rather than through individual advisory accounts.

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

Contacts

2 of 2
  • JOSEPH O'HARA

    General PartnerCRD 7374843

  • LAMECK LUKANGA

    ShareholderCRD 6387895

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Beverly Hills, CA

LOS ANGELES

Location

Beverly Hills, CA

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

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
8447 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth