# Lifecapital Partners LLC

> Lifecapital Partners LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 337455
- Filed as: LIFECAPITAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337455
- AdvisorCensus page: https://advisorcensus.com/firm/lifecapital-partners-llc-new-york-ny-337455

## Quick answers

**How is Lifecapital Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lifecapital Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Lifecapital Partners LLC located?**
Lifecapital Partners LLC's principal office is in New York, NY, according to its Form ADV.

**Is Lifecapital Partners LLC registered with the SEC or a state?**
Lifecapital Partners LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337455.

**How much does Lifecapital Partners LLC manage?**
Lifecapital Partners LLC reports $133,225,543 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**What types of clients does Lifecapital Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (255); high net worth individuals (42).

**Which custodians does Lifecapital Partners LLC use?**
Lifecapital Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Lifecapital Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337455

**Does Lifecapital Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 11, 2026 says: "LifeCapital Partners generally does not impose a minimum relationship size."

**What changed in Lifecapital Partners LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $0 to $133,225,543.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Account minimum: None

> LifeCapital Partners generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $133,225,543
- Discretionary: $133,225,543
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 255 | $64,085,397 |
| High net worth individuals | 42 | $68,315,146 |
| Corporations or other businesses not listed above | Fewer than 5 | $825,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, DC, FL, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lifecapital-partners.com
- LinkedIn @lifecapital-partners

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $0 to $133,225,543.

### December 2025
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lifecapital Partners LLC (CRD 337455): Form ADV filing data as of October 2026.