DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
L••••••• C•••••• P••••••• L••
Latest filing Jun 11, 2026
First filing on the tape Sep 6, 2017 · 28 filings
SEC status approved since Oct 6, 2017
RAUM
$372M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$362M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$74.4M
derived; firm RAUM over IAPD count
Employees
9
6 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$372M as of Jun 11, 2026
Mar 29, 2018$116M then
HNW client RAUM$298M as of Jun 11, 2026
Mar 29, 2018$82.2M then
State-registered IARs (5.B.3)5 as of Jun 11, 2026
Mar 29, 20181 then
Employees (5.A)9 as of Jun 11, 2026
Mar 29, 20184 then
Private funds: no history
RAUM +17% over the last fiscal year+19% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Jun 11, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $74.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 52derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.4MderivedHNW RAUM over HNW clients
- Average account
- $300,319derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 2.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 2.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.4%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Wrap fee program
- $370MreportedItem 5.I
- Custody
- $125M, 197 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$298M80%
- Individuals$63.9M17%
- Charitable organizations$8.3M2.2%
- Pension and profit-sharing plans$932,2190.3%
- Corporations and businesses$600,1240.2%
- Individual clients
- 172reported
- HNW clients
- 89reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,239reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $125M for 197 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| S•••• R• F•••••• | Southborough, Ma | Oct 6, 2017 | 21 y | 3 |
| S•••• M•••••• M•••• | Southborough, Ma | Oct 6, 2017 | 18 y | 3 |
| C••••••••• R••••• F•••••Chartered Financial Analyst | Southborough, Ma | Oct 16, 2017 | 12 y | 0 |
| A••• P••••• R•••••Chartered Financial Analyst | Southborough, Ma | Nov 9, 2021 | 12 y | 0 |
| A••• S•••• C•••••Chartered Financial Analyst | Southborough, Ma | Jan 31, 2025 | 31 y | 4 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- A••• S•••• C••••• from N•••••••• B••••• B• L••Jan 31, 2025 · Other
- S•••• R• F•••••• from M••••• S••••••Oct 6, 2017 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- S•••• M•••••• M•••• from M••••• S••••••Oct 6, 2017 · Wirehouse to a newly registered adviser (no RAUM reported yet)
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from M••••• S••••••Oct 10, 2017 · Boston, Ma
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- F•••••• C••••••••• R••••• · Managing Parntercontrolsince 10/2017 · owns 50% to 75%
- M••••• S••••• M•••••• · Managing Partner, Chief Compliance Officercontrolsince 08/2017 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Southborough, Ma · principal | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 1,086 to 1,239Sep 30, 2025 to Mar 12, 2026
- Advisory employees · 5 to 6Sep 30, 2025 to Mar 12, 2026
- HNW clients · 71 to 89Sep 30, 2025 to Mar 12, 2026
- Assets in custody · $117M to $125MSep 30, 2025 to Mar 12, 2026
- Employees · 8 to 9Sep 30, 2025 to Mar 12, 2026
- Financial planning clients · 101-250 to 251-500Sep 30, 2025 to Mar 12, 2026
- Discretionary RAUM · $319M to $372MSep 30, 2025 to Mar 12, 2026
- HNW RAUM · $250M to $298MSep 30, 2025 to Mar 12, 2026
- Individual RAUM · $63.3M to $63.9MSep 30, 2025 to Mar 12, 2026
- Pension RAUM · $729,191 to $932,219Sep 30, 2025 to Mar 12, 2026
- RAUM · $319M to $372MSep 30, 2025 to Mar 12, 2026
- Accounts · 873 to 1,086Jan 22, 2025 to Mar 13, 2025
- Advisory employees · 4 to 5Jan 22, 2025 to Mar 13, 2025
- Corporate clients · 5.0 to unsetJan 22, 2025 to Mar 13, 2025
- HNW clients · 61 to 71Jan 22, 2025 to Mar 13, 2025
- Individual clients · 157 to 172Jan 22, 2025 to Mar 13, 2025
- Assets in custody · $106M to $117MJan 22, 2025 to Mar 13, 2025
- Employees · 7 to 8Jan 22, 2025 to Mar 13, 2025
- Financial planning clients · 101-250 to 101-250Jan 22, 2025 to Mar 13, 2025
- State-registered IARs · 4 to 5Jan 22, 2025 to Mar 13, 2025
- Discretionary RAUM · $283M to $319MJan 22, 2025 to Mar 13, 2025
- HNW RAUM · $226M to $250MJan 22, 2025 to Mar 13, 2025
- Individual RAUM · $53.0M to $63.3MJan 22, 2025 to Mar 13, 2025
- Pension RAUM · $990,118 to $729,191Jan 22, 2025 to Mar 13, 2025
- RAUM · $283M to $319MJan 22, 2025 to Mar 13, 2025
- Accounts · 715 to 873Jul 7, 2023 to Mar 19, 2024
- Corporate clients · unset to 5.0Jul 7, 2023 to Mar 19, 2024
- HNW clients · 84 to 61Jul 7, 2023 to Mar 19, 2024
- Individual clients · 106 to 157Jul 7, 2023 to Mar 19, 2024
- Assets in custody · $88.3M to $106MJul 7, 2023 to Mar 19, 2024
- Discretionary RAUM · $220M to $283MJul 7, 2023 to Mar 19, 2024
- HNW RAUM · $191M to $226MJul 7, 2023 to Mar 19, 2024
- Individual RAUM · $25.9M to $53.0MJul 7, 2023 to Mar 19, 2024
- Pension RAUM · $386,835 to $990,118Jul 7, 2023 to Mar 19, 2024
- RAUM · $220M to $283MJul 7, 2023 to Mar 19, 2024
- Other offices · 0 to 1Apr 19, 2023 to Jul 7, 2023
- Accounts · 688 to 715Apr 27, 2022 to Mar 29, 2023
- HNW clients · 118 to 84Apr 27, 2022 to Mar 29, 2023
- Individual clients · 32 to 106Apr 27, 2022 to Mar 29, 2023
- Assets in custody · $79.1M to $88.3MApr 27, 2022 to Mar 29, 2023
Signals
2 dated events
- Robert Christopher Fisher (Managing Parnter) appeared on Schedule A of L••••••• C•••••• P••••••• L••Mar 30, 2022 · Control person joined · fact
- L••••••• C•••••• P••••••• filed its initial SEC registration (Form ADV)Sep 6, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- L••••••• C•••••• P••••••• LLC · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/livelife-capital-partners-llc/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- L•••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (978) 315-0230reportedpublic record, Form ADV, Jun 11, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $74.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026