Liontree Advisors LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
44
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
164399
Registered since
October 5, 2012

Firm profile

FINTRX

Overview

Liontree Advisors LLC is an LLC that registered with the SEC in 2012 and is classified as an investment bank. Its ownership is listed as a mix of a domestic entity and an individual. The firm is not designated as a capital allocator and does not identify as an active ESG investor. It is not a multistate adviser, not newly formed, and it does not list pension consulting or related-adviser relationships in the provided data. The dataset contains limited detail about the firm’s client segments, fee arrangements, or specific advisory activities. There are no firm-provided descriptions of investment strategies, product offerings, or manager allocation preferences in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Aryeh Bourkoff

    Aryeh Bourkoff

    Founder & Chief Exceutive OfficerCRD 2684739

  • Kristin Johnson

    Kristin Johnson

    Chief Compliance OfficerCRD 5625115

Contacts

3 of 42
  • Jake Donavan

    Jake Donavan

    PresidentCRD 2769027

  • Sara Jubboori

    Registered RepresentativeCRD 7955167

  • Maxim Zeidman

    CRD 8311328

Unlock 39 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
745 5th Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth