LIFT ASSET MANAGEMENT

Overview

Lift Asset Management is an independent, SEC-registered registered investment adviser that began registration in 2024 and is organized as an LLC owned by an individual. The firm focuses on fee-based portfolio management for individuals and small businesses, charging a combination of percentage-of-AUM fees and hourly consulting fees. Its client base is primarily individual and family investors. Lift is not positioned as a capital allocator or pension consultant, and it does not list active ESG investing as part of its mandate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices