|
⚲
|
| Lifecapital Partners LLC
✚
|
|
|---|---|
| CRD # | 337455 |
| SEC # | 801-134352 |
| CIK # | |
| AUM | $133.2 M (2026-03-11) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 917-968-0055 |
| Address | 125 Park Avenue New York, NY 10017 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 255 | 64.1 |
| (b) Individuals (high net worth individuals) | 42 | 68.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 469 | 133.2 |
| By Discretionary | ||
| Discretionary | 469 | 133.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 469 | 133.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.5 | |
| United States Persons | 130.7 | |
| Total | 469 | 133.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rechter Wealth Management LLC
✚
|
0.1 | |
|
Blue Jean Financial LLC
✚
|
NY | 0.1 |
|
V M Manning & Co Inc
✚
|
SC | 0.1 |
|
Certified Financial Strategies Corporation
✚
|
TX | 0.1 |
|
Jacobs Equity
✚
|
UT | 0.1 |
|
Kanos Capital Management LLC
✚
|
TX | 0.1 |
|
Family Financial Group
✚
|
LA | 0.1 |
|
Safran Wealth Advisors LLC
✚
|
NY | 0.1 |
|
Truadvisors Financial LLC
✚
|
FL | 0.1 |
|
Resource 1 Inc
✚
|
VA | 0.1 |