Liontree Partners LLC

RIASEC RegisteredEst. 2022
Total AUM
$125M
Discretionary
$125M
100% of AUM
Avg account
$13.9M
Accounts
9
Employees
30
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
289817
Registered since
April 29, 2022
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 Partners LLC is a privately organized investment manager formed as an LLC and registered with the SEC in 2022. The firm is structured and marketed as a private equity fund manager serving institutional clients. Its primary advisory activity is portfolio management for pooled investment vehicles; it also serves as sponsor, general partner and managing member of those vehicles. Compensation includes both a percentage-of-assets component and performance-based fees. Liontree reports being an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

2 of 2
  • Ehren Stenzler

    Co-Founder and Managing PartnerCRD 2939347

  • 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