LIVELIFE CAPITAL PARTNERS LLC

144 Turnpike Road, Suite 215
Southborough, Massachusetts 01772
Tel: (978) 315-0230

About LIVELIFE CAPITAL PARTNERS LLC

LIVELIFE CAPITAL PARTNERS LLC, formally registered with the SEC as LIVELIFE CAPITAL PARTNERS LLC. The firm was established in 10/06/2017. They have over 2 offices throughout the country.

LIVELIFE CAPITAL PARTNERS LLC is a Southborough, Massachusetts based Financial Planning firm with nearly $283,139,611 assets under management, offering retirement planning & investment advisory services to 873 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290008
SEC#	801-111807
Assets Managed by Firm	$283,139,611
No. of Clients	873
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	873	$283,139,611
Individuals (other than high net worth individuals)	157	$52,959,554
High net worth individuals	61	$225,541,202
Pension and profit sharing plans	Fewer than 5 clients	$990,118
Charitable organizations	Fewer than 5 clients	$2,220,840
Corporations or other businesses	5	$1,427,897

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WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
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