Overview
Assets Under Management: $283 million
Headquarters: SOUTHBOROUGH, MA
High-Net-Worth Clients: 71
Average Client Assets: $4 million
Frequently Asked Questions
LIVELIFE CAPITAL 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 #290008), LIVELIFE CAPITAL PARTNERS LLC is subject to fiduciary duty under federal law.
LIVELIFE CAPITAL PARTNERS LLC is headquartered in SOUTHBOROUGH, MA.
LIVELIFE CAPITAL PARTNERS LLC serves 71 high-net-worth clients according to their SEC filing dated January 22, 2025. View client details ↓
According to their SEC Form ADV, LIVELIFE CAPITAL PARTNERS LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
LIVELIFE CAPITAL PARTNERS LLC manages $283 million in client assets according to their SEC filing dated January 22, 2025.
According to their SEC Form ADV, LIVELIFE CAPITAL PARTNERS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.36
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 873
Discretionary Accounts: 873
Regulatory Filings
CRD Number: 290008
Last Filing Date: 2025-01-22 00:00:00
Website: https://livelifecapital.com