LIONTREE ADVISORS LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
39
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
164399
Registered since
October 5, 2012

Firm profile

FINTRX

Overview

Liontree Advisors LLC is organized as a limited liability company and has been SEC-registered since 2012. FINTRX classifies the firm as an investment bank; ownership is recorded as a combination of a domestic entity and an individual. Publicly available FINTRX fields for business activities, advisory focus, fee structure and client segments are blank, so the record does not describe the firm's day-to-day advisory services or target client types. The firm’s FINTRX profile indicates several negative flags by omission: it does not identify itself as a capital allocator or an active ESG investor, and it is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser.

Assets & Accounts

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

2 of 2
  • ARYEH BOURKOFF

    Founder & Chief Exceutive OfficerCRD 2684739

  • KRISTIN JOHNSON

    Chief Compliance OfficerCRD 5625115

Contacts

3 of 37
  • JAKE DONAVAN

    PresidentCRD 2769027

  • Sara Jubboori

    Registered RepresentativeCRD 7955167

  • Leon Van Wyk

    Registered RepresentativeCRD 7419063

Unlock 34 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
745 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth