LIFECAPITAL PARTNERS LLC

Overview

Lifecapital Partners LLC is an independent fee-based advisory firm that focuses on financial planning and discretionary portfolio management for individuals, families and small business owners. The firm runs a concentrated, fund-first investment model: most investable assets are allocated to public mutual funds and pooled vehicles, but advisors also incorporate third-party alternative managers where appropriate. Fee arrangements include a percentage of assets under management plus hourly billing for planning work, which suits clients who want a mix of ongoing portfolio oversight and one-time or project-based financial advice. Investment activity centers on model portfolios and separately managed account structures built from mutual funds and similar pooled products, with overlays of alternatives—hedge funds, real estate and digital currency—used selectively to diversify return streams and manage portfolio risk. Lifecapital Partners does not position itself as an ESG-focused allocator and operates with a client base that is primarily individuals and families.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices