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, SEC-registered registered investment adviser that began filing with the SEC in 2017 and is organized as an LLC under individual ownership. The firm serves primarily individual and family clients and operates as a capital allocator, selecting and allocating to third-party managers in addition to providing direct portfolio management. Its client-facing services include financial planning, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fee arrangements combine percentage-of-AUM billing with fixed fees. The firm does not identify as an active ESG investor.