{
  "crd_number": 314550,
  "slug": "life-line-family-heritage-fund-management-llc-beverly-hills-ca-314550",
  "primary_business_name": "LIFE LINE FAMILY HERITAGE FUND MANAGEMENT, LLC",
  "legal_name": "LIFE LINE FAMILY HERITAGE FUND MANAGEMENT, LLC",
  "dbas": [],
  "city": "Beverly Hills",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2021-06-23",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-11",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/company/life-line-financial-group"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314550",
  "city_as_filed": "BEVERLY HILLS",
  "url": "https://advisorcensus.com/firm/life-line-family-heritage-fund-management-llc-beverly-hills-ca-314550",
  "display_name": "Life Line Family Heritage Fund Management, LLC",
  "summary": "Life Line Family Heritage Fund Management, LLC is an exempt reporting adviser in Beverly Hills, CA, filing reports since 2021. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Life Line Family Heritage Fund Management, LLC (CRD 314550): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Life Line Family Heritage Fund Management, LLC located?",
      "a": "Life Line Family Heritage Fund Management, LLC's principal office is in Beverly Hills, CA, according to its Form ADV."
    },
    {
      "q": "How does Life Line Family Heritage Fund Management, LLC report to regulators?",
      "a": "Life Line Family Heritage Fund Management, LLC is an exempt reporting adviser, filing reports since 2021. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 314550."
    },
    {
      "q": "Does Life Line Family Heritage Fund Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/314550"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-06-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-03-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-03-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-03-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-03-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-11"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/life-line-family-heritage-fund-management-llc-beverly-hills-ca-314550.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314550",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}