LIFE LINE FAMILY HERITAGE FUND MANAGEMENT, LLC
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 314550
- Registered since
- June 23, 2021
Firm profile
FINTRXOverview
Life Line Family Heritage Fund Management, LLC is an SEC-registered limited liability company formed in 2021 that operates primarily as a manager of pooled private investment vehicles. The firm’s public filings and activity indicate it takes sponsor and general partner roles, acting as a managing member for pooled funds rather than operating as a traditional multi-state advisory practice with separate retail advisory accounts. It is not identified as an active ESG investor and is not classified as a capital allocator in its filings. The firm lists relationships with other professional service providers—accountants and law firms—and identifies itself in filings as an other investment adviser and sponsor/GP for pooled vehicles. That profile points to a focus on fund formation, fund management and administration activities, with investment decisions executed at the fund level rather than through individual advisory accounts.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2JOSEPH O'HARA
General PartnerCRD 7374843
LAMECK LUKANGA
ShareholderCRD 6387895
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beverly Hills, CA
LOS ANGELES
Location
Beverly Hills, CA
Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 8447 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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