LIVELIFE CAPITAL PARTNERS LLC
  • LIVELIFE CAPITAL PARTNERS LLC
  • LIVELIFE CAPITAL PARTNERS

{{ Info.Overview }}
cb

Adviser Profile

As of Date 06/11/2026
Registration SEC, Approved, 10/06/2017
ADV Location SOUTHBOROUGH, MA, United States
Contact Info (97 xxxxxxx
Websites
AUM* 372,095,310 17%
of that, discretionary 372,095,310 17%
Number of Employees 9 13%
of those in investment advisory functions 6 20%
Private Fund GAV* 0
Avg Account Size 300,319 2%
% High Net Worth 32.96% 17%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

372M 319M 266M 213M 159M 106M 53M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser BHJ WEALTH ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM152.1m #Funds-
Adviser MCLEAN ASSET MANAGEMENT CORP. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM993.9m #Funds-
Adviser MORTON WEALTH Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund7.0m Venture Capital Fund- Other Fund- Total Private Fund GAV7.0m AUM3.5b #Funds1
Adviser BLUESTEM FINANCIAL ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM358.2m #Funds-
Adviser FORVIS MAZARS WEALTH ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM9.8b #Funds-
Adviser STERLING FINANCIAL GROUP, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM16.1m #Funds-
Adviser MODUS ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM601.1m #Funds-
Adviser ADVISORS FINANCIAL, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM321.2m #Funds-
Adviser PROVIDENT WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM758.5m #Funds-
Adviser MAROTTA WEALTH MANAGEMENT, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM686.0m #Funds-