LIONTREE PARTNERS LLC

RIASEC RegisteredEst. 2022
Total AUM
$125M
Discretionary
$125M
100% of AUM
Avg account
$13.9M
Accounts
9
Employees
30
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
289817
Registered since
April 29, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Liontree Partners LLC is an SEC-registered limited liability company formed as an adviser in 2022 that operates as a private equity fund manager serving institutional clients. The firm focuses on managing pooled investment vehicles, acting in sponsor and general partner capacities for those vehicles as well as providing portfolio management for the funds it advises. Ownership is organized as a mix of a domestic entity and individuals. Fee arrangements include asset-based charges alongside performance fees. The firm identifies as an active ESG investor and lists industry affiliations that include broker-dealer activities and other investment-adviser roles.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • David Farber

    Chief Financial OfficerCRD 7437068

  • ARYEH BOURKOFF

    Founder & Chief Exceutive OfficerCRD 2684739

  • KRISTIN JOHNSON

    Chief Compliance OfficerCRD 5625115

Contacts

2 of 2
  • EHREN STENZLER

    Co-FounderCRD 2939347

  • AVIVA ROUMANI

    PresidentCRD 5161058

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth