LIONTREE PARTNERS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 289817
- Registered since
- April 29, 2022
- 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 Partners LLC is an SEC-registered limited liability company formed as an adviser in 2022 that operates as a private equity fund manager serving institutional clients. The firm focuses on managing pooled investment vehicles, acting in sponsor and general partner capacities for those vehicles as well as providing portfolio management for the funds it advises. Ownership is organized as a mix of a domestic entity and individuals. Fee arrangements include asset-based charges alongside performance fees. The firm identifies as an active ESG investor and lists industry affiliations that include broker-dealer activities and other investment-adviser roles.
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
2 of 2EHREN STENZLER
Co-FounderCRD 2939347
AVIVA 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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