Livelife Capital Partners LLC
Firm details
- Headquarters
- Southborough, Massachusetts
- CRD number
- 290008
- Registered since
- October 6, 2017
- Website
- www.livelifecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.17%
- Individuals17.18%
- Charitable Organizations2.24%
- Pension & Profit Sharing Plans0.25%
- Corporations / Businesses0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Livelife Capital Partners LLC is an independent, owner-operated RIA organized as an LLC. The firm is registered with the SEC (registered in 2017) and identifies itself as a capital allocator serving individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Clients are charged either a percentage of assets under management or fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds55%
- Private Funds23%
- Other9%
- US Government Bonds5%
- Exchange Traded Equities4%
Contacts
3 of 4
Christopher Fisher
Managing PartnerCRD 5258945
Shawn Mauro
Managing PartnerCRD 5299965
Susan Fechtor
Director of Client RelationsCRD 4098244
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Southborough, MA
Worcester
Location
Southborough, MA
Headquartered in Southborough, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Worcester
- Address
- 144 Turnpike Rd
- Time zone
- ET (UTC-5)
- Office locations
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