LIVELIFE CAPITAL PARTNERS LLC

RIASEC RegisteredEst. 2017

Total AUM

$372M

Discretionary

$372M

100% of AUM

Avg account

$300K

Accounts

1,239

Employees

Advisory reps

Firm details

Headquarters: SOUTHBOROUGH, Massachusetts
CRD number: 290008
Registered since: October 6, 2017
Website: www.livelifecapital.com
Custodians: CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI80.17%
Individuals17.18%
Charitable Organizations2.24%
Pension & Profit Sharing Plans0.25%
Corporations / Businesses0.16%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Livelife Capital Partners LLC is an independent registered investment adviser that operates as a capital allocator for individual and family clients. The firm runs a fully discretionary model—its reported total assets and total discretionary assets match—focusing on portfolio management, financial planning, pension consulting services and the selection of third‑party advisers. Fee arrangements include both a percentage of assets under management and fixed fees. Investment activity centers on public funds and mutual funds as core building blocks, supplemented by third‑party allocations to alternative strategies. The firm is not positioned as an ESG investor, and it retains an owner‑managed structure that emphasizes outsourced manager selection for specialized exposures rather than running large in‑house alternative platforms.