LIONTREE ADVISORS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 164399
- Registered since
- October 5, 2012
- Website
- www.liontree.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2ARYEH BOURKOFF
Founder & Chief Exceutive OfficerCRD 2684739
KRISTIN JOHNSON
Chief Compliance OfficerCRD 5625115
Contacts
3 of 37JAKE DONAVAN
PresidentCRD 2769027
Sara Jubboori
Registered RepresentativeCRD 7955167
Leon Van Wyk
Registered RepresentativeCRD 7419063
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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