Liontree Advisors LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
45
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 is classified in public records as an investment bank. Ownership is shown as a combination of a domestic entity and an individual. The firm is identified as not operating as a capital allocator and is not listed as an active ESG investor. It is also not flagged as a multi-state adviser, pension consultant, or related adviser. The investment-bank classification implies a focus on advisory and capital-markets work—activities such as deal advisory, restructuring, and financing solutions—rather than ongoing discretionary asset management. Public disclosures for this entity provide limited detail about client segments, fee arrangements, or specific advisory product offerings, which constrains a more granular profile of its client-facing activities.

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
  • Kristin Johnson

    Kristin Johnson

    Chief Compliance OfficerCRD 5625115

  • Aryeh Bourkoff

    Aryeh Bourkoff

    Founder & CEOCRD 2684739

Contacts

3 of 43
  • Christopher Rance

    Christopher Rance

    Investment Banking AssociateCRD 6881485

  • Leslie Mallon

    Leslie Mallon

    AssociateCRD 2334480

  • Janice Parise

    Janice Parise

    FinOpCRD 2338583

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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