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Building 2LIFECAPITAL PARTNERS LLC

Map pinNEW YORK, NY
Phone(917) 968-0055
NotebookSEC #801-134352
Total AUM
$133.2M
Employees
4
Clients
298

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 PARK AVENUE
NEW YORK
NY 10017
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(917) 968-0055
Other Offices
3

ReceiptFinancials

Total AUM
$133.2M
Accounts
469
Discretionary
$133.2M
Accounts
469
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
255
AUM
$64.1M
HNW Individual Clients
42
AUM
$68.3M
Corporation or Business Clients
1
AUM
$825K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCFLNJNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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