SOUTHBOROUGH, MACRD 290008Latest ADV March 12, 2026
Livelife Capital Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Southborough, MA. Its latest Form ADV filing, dated March 12, 2026, reports $372M in regulatory assets under management, 9 employees, 1 office, and 1,239 accounts.
Assets Under Management
$372M
Employees
9
Offices
1 office
Total Clients
261
Primary office
SOUTHBOROUGH, MA
144 TURNPIKE ROAD, SUITE 215, SOUTHBOROUGH, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.9% of total clients.
Top client categories% of clientsClients
1
Individuals
65.9%
172
2
HNWI
34.1%
89
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$372Mas of March 12, 2026
Discretionary100.0%
$372M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$372M
Total Accounts1,239
10Y AUM Change+$372M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee29:1
10Y Employee Change+8 (+800.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.