LIONTREE INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$425M
Accounts
4
Employees
32
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
315628
Registered since
August 25, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Liontree Investment Management, LLC is a limited liability company registered with the SEC in 2021 that operates primarily as a private equity fund manager for institutional clients. The firm serves as sponsor/GP and portfolio manager for pooled investment vehicles and is also identified as a CPO/CTA, indicating involvement in commodities/derivatives trading or managed futures strategies alongside traditional private fund management. Its stated fee model combines a percentage-of-assets approach with performance-based fees. The firm describes itself as an active ESG investor and lists industry affiliations that include broker-dealer and other investment-adviser roles, reflecting a hybrid operating posture: it both runs pooled vehicles and allocates to or works alongside external managers. Client relationships are institutional in nature and concentrated among a small number of large investors.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • David Farber

    Chief Financial OfficerCRD 7437068

  • ARYEH BOURKOFF

    Founder & Chief Exceutive OfficerCRD 2684739

  • KRISTIN JOHNSON

    Chief Compliance OfficerCRD 5625115

Contacts

1 of 1
  • AVIVA ROUMANI

    PresidentCRD 5161058

Wealth teams

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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