Liontree Investment Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 315628
- Registered since
- August 25, 2021
- Website
- liontree.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Liontree Investment Management, LLC operates as a private equity–focused manager that sponsors and runs pooled investment vehicles for institutional clients. The firm registers with the SEC (registered in 2021) and describes its core advisory role as portfolio management for pooled funds while also carrying CPO/CTA responsibilities. Fee arrangements combine a percentage-of-AUM component with performance-based fees. Liontree lists itself as an active ESG investor and has industry ties that include functioning as a sponsor/GP or managing member of pooled vehicles and affiliations with broker-dealers and other investment advisers. The firm is not structured primarily as a capital allocator.
Assets & Accounts
Investments & Alternatives
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
3 of 3
Kristin Johnson
Chief Compliance OfficerCRD 5625115
Aryeh Bourkoff
Founder & Chief Exceutive OfficerCRD 2684739
David Farber
Chief Financial OfficerCRD 7437068
Contacts
1 of 1Aviva Roumani
PresidentCRD 5161058
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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