Liontree Partners LLC
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Overview
Liontree Partners LLC operates as a financial advisory company located in New York, New York. It manages $194.7 million in assets under management over 14 accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). It has a small team, including 6 financial advisors. Liontree Partners LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like equities, bonds and options.
Liontree Partners LLC manages all of the company's client assets on a discretionary basis. Discretionary management signifies that buy and sell decisions for the client's account are made by a portfolio manager without needing client authorization. The investment advisory firm oversees an average of $13.9 million for every account. The typical advisor at Liontree Partners LLC administers around two client accounts, making it one of the most individualized advisor firms in the country.
The company's main office is located at 745 Fifth Avenue, New York, New York 10151. The firm is permitted to serve customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Liontree Partners LLC by the Numbers
$194.7 million
25
14
$13.9 million
Fee Structure
Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types billed by the firm likely consist of the following fee types: asset-based or performance-based. Liontree Partners LLC does not supply a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Liontree Partners LLC works with pooled investment vehicles. Out of its 14 accounts, Liontree Partners LLC's largest client group by number of accounts is pooled investment vehicles. None of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Liontree Partners LLC does not have any disclosures.
Please visit its Form ADV for more details.
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