Lift Asset Management

Overview

Lift Asset Management is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2024. The firm is individually owned and focuses its advisory practice on individuals and families, as well as small businesses. Its stated advisory activity is portfolio management for individuals and small-business clients, and its fees are charged as a percentage of assets under management with the option for hourly billing. The firm does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not present itself as a capital allocator or pension consultant. Its business model centers on discretionary portfolio management for a relatively concentrated client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices