AdvisorCensus / Financial advisors / Massachusetts / Worcester / Livelife Capital Partners LLC
Livelife Capital Partners LLC is an SEC-registered investment advisory firm in Southborough, MA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 11, 2026.
Quick answers
From the filingHow is Livelife Capital Partners LLC compensated?
On its Form ADV (Item 5.E, October 2026), Livelife Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Livelife Capital Partners LLC located?
Livelife Capital Partners LLC's principal office is in Southborough, MA, according to its Form ADV.
Is Livelife Capital Partners LLC registered with the SEC or a state?
Livelife Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 290008.
How much does Livelife Capital Partners LLC manage?
Livelife Capital Partners LLC reports $372,095,310 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (100% discretionary).
How have Livelife Capital Partners LLC's assets and staff changed since 2021?
In the Form ADV data for Livelife Capital Partners LLC: Regulatory assets under management: $182,409,862 in the October 2021 data and $372,095,310 in the October 2026 data, up 104%. Total employees: 5 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Livelife Capital Partners LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (172); high net worth individuals (89).
Which custodians does Livelife Capital Partners LLC use?
Livelife Capital Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets.
Does Livelife Capital 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/290008
Does Livelife Capital Partners LLC state an account minimum?
Its Form ADV Part 2A brochure dated June 10, 2026 says: "LiveLife Capital generally does not impose a minimum account size for establishing a relationship. However, certain independent managers may impose a minimum fee."
What changed in Livelife Capital Partners LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $318,744,567 to $372,095,310 (+17%). Registered or notice-filed in NJ, TX.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
LiveLife Capital generally does not impose a minimum account size for establishing a relationship. However, certain independent managers may impose a minimum fee.
As stated in the firm's Form ADV Part 2A brochure dated June 10, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$372,095,310 as of October 2026, filing dated June 11, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (8 years)
- Employees
- Total: 9. Performing investment advisory functions: 6.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
9 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $372,095,310 | 9 | June 11, 2026 |
| October 2025 | $318,744,567 | 8 | March 13, 2025 |
| October 2024 | $283,139,611 | 7 | March 20, 2024 |
| October 2023 | $219,981,612 | 7 | July 7, 2023 |
| October 2022 | $216,290,934 | 7 | April 27, 2022 |
| October 2021 | $182,409,862 | 5 | May 10, 2021 |
Regulatory assets under management: $182,409,862 in the October 2021 data and $372,095,310 in the October 2026 data, up 104%.
Total employees: 5 in October 2021 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $318,744,567 to $372,095,310 (+17%).
- Registered or notice-filed in NJ, TX.
- December 2025
- Registered or notice-filed in ME.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Livelife Capital Partners LLC (CRD 290008): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/livelife-capital-partners-llc-southborough-ma-290008