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Livelife Capital Partners LLC

Livelife Capital Partners LLC. CRD 290008

Livelife Capital Partners LLC logo

CRD: 290008

Livelife Capital Partners LLC

Southborough, MA, 01772
9783150230
www.livelifecapital.com
$372.1M Total AUM
$372.1M Disc. AUM
-- 3Y CAGR
9 Employees
272 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Pershing
Clients
Retail and Institutional
Platforms
--
Established Date
10-06-2017
Office Locations
1

Office Locations

144 Turnpike Road, Suite 215 Southborough MA

About Livelife Capital Partners LLC

LiveLife Capital Partners LLC is a Southborough, MA registered investment adviser serving retail and institutional clients, including entrepreneurs. The firm provides wealth and financial planning, tax and estate planning, retirement plan and insurance guidance, alongside discretionary asset management and portfolio construction. Investment implementation includes ETFs and mutual funds, with allocations that may also use private funds/hedge funds, fixed income, and digital assets. Custody includes Schwab and Pershing, and the team leverages Black Diamond and Pontera.

Team overview

38 AVG AGE
$62.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
6.4 yrs AVG TENURE
9 Employees
6 Advisory Reps
5 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Vector quantum Crest Crest insight Capital peak Optima value Quantum momentum Catalyst

Client Personas

Zenith

Custodian

Frontier beacon Bridge bridge Zenith prime

Investment Themes

Beacon

Investment Vehicles

Vital Horizon

Platform

North Vital timber

Services

Legacy Element Ember Delta Prime Pathway horizon Insight Vector Alpha oak

Owner & Executives

C

CHRISTOPHER ROBERT FISHER

Managing Partner

CRD
#5258945
Ownership
50% but less than 75%
(307) 329-1212
alpha.north@peakcapital.com
in linkedin.com/in/north-vector
S

SHAWN MATTHEW MAURO

Chief Compliance Officer, Managing Partner

CRD
#5299965
Ownership
50% but less than 75%
(842) 753-1966
ridge.horizon@primecapital.com
in linkedin.com/in/alpha-ridge

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Contacts

A

ADAM SCOTT CEFALO

--

CRD
#2570027
(689) 977-9372
matrix.foundation@insightcapital.com
in linkedin.com/in/atlas-value
S

SUSAN R FECHTOR

Director Of Client Relations, Vice President

CRD
#4098244
(251) 421-8805
unison.vital@embercapital.com
in linkedin.com/in/signal-matrix
F

Focus timber

Legacy meridian oak

CRD
#11154
(554) 678-2729
zenith.delta@primecapital.com
in linkedin.com/in/signal-ember

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-27-2022
07-07-2023
03-20-2024
09-30-2025
03-12-2026
Category Assets AVG. Account size
Discretionary $372,095,310 $300,319
Non-Discretionary $0 --
Total $372,095,310 $300,319

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Separately Managed Accounts

Total SMA Asset: $372,095,310

$372.1M Total SMA
Public Funds:
8.6%
Private Funds:
7.7%
Other:
20.4%
U.S. Government/Agency:
22.7%
Equity - Exchange:
6.9%
Cash:
20.4%
Municipal Bonds:
13.3%
Asset class Assets Assets %
Public Funds $498,185,194 8.6%
Private Funds $446,049,534 7.7%
Other $1,181,741,622 20.4%
U.S. Government/Agency $1,314,977,197 22.7%
Equity - Exchange $399,706,725 6.9%
Cash $1,181,741,622 20.4%
Municipal Bonds $770,449,194 13.3%
Total $5,792,851,088 100.0%

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