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 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
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 3David Farber
Chief Financial OfficerCRD 7437068
ARYEH BOURKOFF
Founder & Chief Exceutive OfficerCRD 2684739
KRISTIN JOHNSON
Chief Compliance OfficerCRD 5625115
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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