CRD: 290008
Livelife Capital Partners LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-06-2017
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between September 30, 2025 and June 11, 2026, reported AUM increased 16.7%, from $318.7M to $372.1M.
Across 5 reported observations, AUM increased 72.0% between April 27, 2022 and June 11, 2026, from $216.3M to $372.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 272 clients, or 45.3 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on June 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
CHRISTOPHER ROBERT FISHER
Managing Partner
- CRD
- #5258945
- Ownership
- 50% but less than 75%
SHAWN MATTHEW MAURO
Chief Compliance Officer, Managing Partner
- CRD
- #5299965
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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ADAM SCOTT CEFALO
Vice President - Relationship & Portfolio Manager
- CRD
- #2570027
SUSAN R FECHTOR
Director Of Client Relations, Vice President
- CRD
- #4098244
Showing 2 of 5 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Livelife Capital Partners LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.