LIVELIFE CAPITAL PARTNERS LLC
Adviser information for LIVELIFE CAPITAL PARTNERS LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 873 | $283.1M |
| Non-Discretionary | 0 | $0 |
| Total | 873 | $283.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 157 | $53.0M |
| HNW Individuals | 61 | $225.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $990,118 |
| Charitable organizations | <5 | $2.2M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $1.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 15 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 271.6M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| LIVELIFE CAPITAL WRAP FEE PROGRAM | LIVELIFE CAPITAL PARTNERS LLC |
Identifiers
| SEC RIA File Number | 801-111807 |
|---|---|
| SEC ERA File Number | 801-111807 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 290008 |
| Legal Entity Identifier | None |
Principal Office
144 TURNPIKE ROAD, SUITE 215SOUTHBOROUGH
MA
United States
Monday - Friday, 9:00 AM - 5:00PM
Tel: (978) 315-0230, Fax: (978) 238-0900
Chief Compliance Officer
SHAWN MAURO
MANAGING PARTNER
144 TURNPIKE ROAD
SUITE 215
SOUTHBOROUGH
MA
United States
Tel:
978-315-0231
Fax:
(978) 238-0900
S**********@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MAURO, SHAWN, MATTHEW | Individual | – | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | 08/2017 | 50-75% |
| FISHER, CHRISTOPHER, ROBERT | Individual | – | MANAGING PARNTER | 10/2017 | 50-75% |