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 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

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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
  • Kristin Johnson

    Kristin Johnson

    Chief Compliance OfficerCRD 5625115

  • Aryeh Bourkoff

    Aryeh Bourkoff

    Founder & Chief Exceutive OfficerCRD 2684739

  • David Farber

    Chief Financial OfficerCRD 7437068

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