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Building 2LIVELIFE CAPITAL PARTNERS LLC

Map pinSOUTHBOROUGH, MA
Phone(978) 315-0230
NotebookSEC #801-111807
Total AUM
$372.1M
Employees
9
Clients
264

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
144 TURNPIKE ROAD, SUITE 215
SOUTHBOROUGH
MA 01772
United States
Operating Hours
9:00 AM - 5:00PM
Monday - Friday
Phone
(978) 315-0230
Other Offices
1

ReceiptFinancials

Total AUM
$372.1M
Accounts
1,239
Discretionary
$372.1M
Accounts
1,239
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
172
AUM
$63.9M
HNW Individual Clients
89
AUM
$298.3M
Pension/Profit Sharing Plan Clients
1
AUM
$932.2K
Charitable Organization Clients
1
AUM
$8.3M
Corporation or Business Clients
1
AUM
$600.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMENHNJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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