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 an LLC that registered with the SEC in 2012 and is classified as an investment bank. Its ownership is listed as a mix of a domestic entity and an individual. The firm is not designated as a capital allocator and does not identify as an active ESG investor. It is not a multistate adviser, not newly formed, and it does not list pension consulting or related-adviser relationships in the provided data. The dataset contains limited detail about the firm’s client segments, fee arrangements, or specific advisory activities. There are no firm-provided descriptions of investment strategies, product offerings, or manager allocation preferences in the source material.
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 42Jake Donavan
PresidentCRD 2769027
Sara Jubboori
Registered RepresentativeCRD 7955167
Maxim Zeidman
CRD 8311328
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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