Overview
Assets Under Management: $133 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 42
Average Client Assets: $1.6 million
Frequently Asked Questions
LIFECAPITAL PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #337455), LIFECAPITAL PARTNERS LLC is subject to fiduciary duty under federal law.
LIFECAPITAL PARTNERS LLC is headquartered in NEW YORK, NY.
LIFECAPITAL PARTNERS LLC serves 42 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, LIFECAPITAL PARTNERS LLC offers financial planning and portfolio management for individuals. View all service details ↓
LIFECAPITAL PARTNERS LLC manages $133 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, LIFECAPITAL PARTNERS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.28%
Average Client Assets: $1.6 million
Total Client Accounts: 469
Discretionary Accounts: 469
Regulatory Filings
CRD Number: 337455
Filing ID: 2070710
Last Filing Date: 2026-03-11 16:09:59