DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

LIONTREE INVESTMENT MANAGEMENT, LLC

CRD 315628

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:76e85008-4bb2-fa3d-14e3-5d7b8cb1880e

Data as of May 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 4
On other graphs: 2
Observed: Jul 27, 2021 to May 20, 2026
14 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Liontree Investment Management, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Liontree Investment Management, LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=8.0
Regulatory AUM: $1.7BItem 5.F on the latest filing (2026-05-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.7B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 32
Advisory employees: 12
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 4
Individual clients: 0
High net worth clients: 0
Private funds: 4Schedule D 7.B(1)
Custody, client assets: $1.7B
Relying advisers: 2
SEC number: 801-122175
CRD: 315628
Filings on the tape: 14
First filed: Jul 27, 2021
Latest filed: May 20, 2026
Organised: Limited Liability Company, DE
Website: liontree.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
LIONTREE INVESTMENT FUND, L.P.	Private Equity Fund	$1.4B	Jun 26, 2024	15	Dec 22, 2021	reported	021-419548
LIONTREE YAHOO LLC	Private Equity Fund	$66.6M	Jun 26, 2024	3	Mar 31, 2022	reported	021-411898
W YAHOO LLC	Private Equity Fund	$55.5M	Jun 26, 2024	9	Mar 31, 2022	reported	021-411897
LIONTREE YUGA INVESTMENT, L.P.	Private Equity Fund	$19.1M	Jun 26, 2024	7	Mar 31, 2023	reported	021-445512
LIONTREE SORARE LLC	Private Equity Fund	$6.3M	Aug 4, 2023	3	Mar 31, 2022	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BENJAMIN GROUP INVESTMENT MANAGEMENT GP LLC	GENERAL PARTNER	F	yes	11/2021	Mar 31, 2022	Jun 26, 2024
BENJAMIN GROUP INVESTMENT MANAGEMENT LP	SOLE MEMBER	E	yes	11/2021	Mar 31, 2022	Jun 26, 2024
BOURKOFF, ARYEH, BENJAMIN	CHIEF EXECUTIVE OFFICER	Na	yes	07/2021	Jul 27, 2021	Jun 26, 2024
BOURKOFF, ARYEH, BENJAMIN	SOLE MEMBER	E	yes	11/2021	Jul 27, 2021	Jun 26, 2024
BOURKOFF, ARYEH, BENJAMIN	LIMITED PARTNER	E	yes	11/2021	Jul 27, 2021	Jun 26, 2024
Farber, David, Scott	CHIEF FINANCIAL OFFICER	Na	yes	01/2024	Mar 29, 2024	Jun 26, 2024
MODLIN, WENDY, KREINEN	CHIEF COMPLIANCE OFFICER	Na	yes	07/2021	Jul 27, 2021	Jun 26, 2024
SUTTON, AVI	CHIEF OPERATING OFFICER, GENERAL COUNSEL	Na	yes	07/2023	Mar 29, 2024	Jun 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
TENERE CAPITAL, LLC	n/a	Asset manager	$241M	N	yes	n/a
LIONTREE PARTNERS LLC	n/a	Asset manager	$125M	N	yes	n/a
LIONTREE ADVISORS FRANCE SCS	n/a	n/a	n/a	N	yes	n/a
LIONTREE ADVISORS LLC	n/a	n/a	n/a	N	yes	n/a
LIONTREE ADVISORS UK LLP	n/a	n/a	n/a	N	yes	n/a
LIONTREE ARTICULATE MANAGER LLC	n/a	n/a	n/a	N	yes	n/a
LIONTREE INVESTMENT FUND GP, L.P.	n/a	n/a	n/a	N	yes	n/a
LIONTREE YUGA INVESTMENT GP LLC	n/a	n/a	n/a	N	yes	n/a
LT VENTURE ACCESS MANAGER LLC	n/a	n/a	n/a	N	yes	n/a
LT WEST-OP LLC	n/a	n/a	n/a	N	yes	n/a
TENERE CAPITAL FUND GP, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 31, 2026	$1.7B	$1.7B	33	12	4	n/a
2024	Mar 28, 2025	$1.6B	$1.6B	33	13	4	n/a
2023	Mar 29, 2024	$1.5B	$1.5B	31	8	4	$1.5B
2022	Mar 31, 2023	$1.6B	$1.6B	25	6	5	$1.6B
2021	Mar 31, 2022	$1.4B	$1.4B	13	4	4	$1.4B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.7B	$1.6B	9.2%	$1.6B	3.1%	32	33	0	0

Relationships

Affiliated with (3)

→ LIONTREE PARTNERS LLCRegistered adviserother investment adviser, common control
factForm ADV
→ TENERE CAPITAL, LLCRegistered adviserother investment adviser, common control
factForm ADV
← TENERE CAPITAL, LLCRegistered adviserother investment adviser
factForm ADV

Advises (5)

→ LIONTREE YUGA INVESTMENT, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ LIONTREE INVESTMENT FUND, L.P.Private fundPrivate Equity Fund, IA
Dec 22, 2021 to presentfactForm ADV
→ LIONTREE YAHOO LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ W YAHOO LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ LIONTREE SORARE LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV

Controls (6)

← BOURKOFF, ARYEH, BENJAMINOwnerSOLE MEMBER, ownership code E, individual
Jul 27, 2021 to Jun 26, 2024factForm ADV
← MODLIN, WENDY, KREINENOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 27, 2021 to Jun 26, 2024factForm ADV
← Farber, David, ScottOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 29, 2024 to Jun 26, 2024factForm ADV
← SUTTON, AVIOwnerCHIEF OPERATING OFFICER, GENERAL COUNSEL, ownership code NA, individual
Mar 29, 2024 to Jun 26, 2024factForm ADV
← BENJAMIN GROUP INVESTMENT MANAGEMENT GP LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Mar 31, 2022 to Jun 26, 2024factForm ADV
← BENJAMIN GROUP INVESTMENT MANAGEMENT LPOwnerSOLE MEMBER, ownership code E, domestic entity
Mar 31, 2022 to Jun 26, 2024factForm ADV

Dated events

Occurred
Mar 29, 2024
Control person left
Georg Krause-Vilmar (General Counsel) no longer on Schedule A of Liontree Investment Management, Llc (listed 2023-08-04, absent 2024-03-29)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2024
Control person joined
Scott David Farber (Chief Financial Officer) appeared on Schedule A of Liontree Investment Management, Llc
Form ADVobserved 4 days ago
Occurred
Mar 29, 2024
Control person joined
Avi Sutton (Chief Operating Officer, General Counsel) appeared on Schedule A of Liontree Investment Management, Llc
Form ADVobserved 4 days ago
Occurred
Jul 27, 2021
First Form ADV filing
Liontree Investment Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:76e85008-4bb2-fa3d-14e3-5d7b8cb1880e
First observed: Jul 27, 2021
Last observed: May 20, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LIONTREE INVESTMENT MANAGEMENT, LLC

CRD 315628

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:76e85008-4bb2-fa3d-14e3-5d7b8cb1880e

Data as of May 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:14 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

LIONTREE INVESTMENT FUND, L.P.

Private Equity Fund

$1.4B

Jun 26, 2024

Dec 22, 2021

reported

021-419548

LIONTREE YAHOO LLC

Private Equity Fund

$66.6M

Jun 26, 2024

Mar 31, 2022

reported

021-411898

W YAHOO LLC

Private Equity Fund

$55.5M

Jun 26, 2024

Mar 31, 2022

reported

021-411897

LIONTREE YUGA INVESTMENT, L.P.

Private Equity Fund

$19.1M

Jun 26, 2024

Mar 31, 2023

reported

021-445512

LIONTREE SORARE LLC

Private Equity Fund

$6.3M

Aug 4, 2023

Mar 31, 2022

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BENJAMIN GROUP INVESTMENT MANAGEMENT GP LLC

GENERAL PARTNER

yes

11/2021

Mar 31, 2022

Jun 26, 2024

BENJAMIN GROUP INVESTMENT MANAGEMENT LP

SOLE MEMBER

yes

11/2021

Mar 31, 2022

Jun 26, 2024

BOURKOFF, ARYEH, BENJAMIN

CHIEF EXECUTIVE OFFICER

yes

07/2021

Jul 27, 2021

Jun 26, 2024

BOURKOFF, ARYEH, BENJAMIN

SOLE MEMBER

yes

11/2021

Jul 27, 2021

Jun 26, 2024

BOURKOFF, ARYEH, BENJAMIN

LIMITED PARTNER

yes

11/2021

Jul 27, 2021

Jun 26, 2024

Farber, David, Scott

CHIEF FINANCIAL OFFICER

yes

01/2024

Mar 29, 2024

Jun 26, 2024

MODLIN, WENDY, KREINEN

CHIEF COMPLIANCE OFFICER

yes

07/2021

Jul 27, 2021

Jun 26, 2024

SUTTON, AVI

CHIEF OPERATING OFFICER, GENERAL COUNSEL

yes

07/2023

Mar 29, 2024

Jun 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TENERE CAPITAL, LLC

n/a

Asset manager

$241M

yes

n/a

LIONTREE PARTNERS LLC

n/a

Asset manager

$125M

yes

n/a

LIONTREE ADVISORS FRANCE SCS

n/a

yes

n/a

LIONTREE ADVISORS LLC

n/a

yes

n/a

LIONTREE ADVISORS UK LLP

n/a

yes

n/a

LIONTREE ARTICULATE MANAGER LLC

n/a

yes

n/a

LIONTREE INVESTMENT FUND GP, L.P.

n/a

yes

n/a

LIONTREE YUGA INVESTMENT GP LLC

n/a

yes

n/a

LT VENTURE ACCESS MANAGER LLC

n/a

yes

n/a

LT WEST-OP LLC

n/a

yes

n/a

TENERE CAPITAL FUND GP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$1.7B

n/a

2024

Mar 28, 2025

$1.6B

n/a

2023

Mar 29, 2024

$1.5B

2022

Mar 31, 2023

$1.6B

2021

Mar 31, 2022

$1.4B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.7B

$1.6B

9.2%

$1.6B

3.1%