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SEC-registered adviser

L••••••••• P••••••• L••

Independent wealth managerNew York, New YorkCRD 337455SEC 801-134352websiteIAPD
Latest filing Mar 11, 2026
First filing on the tape Nov 21, 2025 · 3 filings
SEC status approved since Nov 20, 2025
RAUM
$133M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$132M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$44.4M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$133M as of Mar 11, 2026
Nov 21, 2025$0 then
HNW client RAUM$68.3M as of Mar 11, 2026
Feb 23, 2026$68.3M then
State-registered IARs (5.B.3)3 as of Mar 11, 2026
Nov 21, 20253 then
Employees (5.A)4 as of Mar 11, 2026
Nov 21, 20254 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 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
RAUM per advisor
$44.4MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
99derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.6MderivedHNW RAUM over HNW clients
Average account
$284,063derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.3derivedItem 5.A over advisors
Advisors per office
0.8derived4 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourlyreportedItem 5.E
Advisory activities
financial planning, portfolio management for individualsreportedItem 5.G
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)
  • compensates persons for client referrals (8.G.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$68.3M51%
  • Individuals$64.1M48%
  • Corporations and businesses$825,0000.6%
Individual clients
255reported
HNW clients
42reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
469reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, hourlyreported
Class basis
private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
R•••••• G•••••••• S•••••••New York, NyNov 21, 202519 y1
E•••••• A•••••• S•••••••New York, Ny Nov 21, 202513 y1
J••• A•••••• L••••••Westport, Ct Nov 23, 202525 y1
Advisor movement
0 left, 3 joined in 12 months
net +3 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
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • L••••••• J•••• A•••••• · Managing Partner And Chief Compliance Officercontrol
      since 06/2025 · owns less than 5%
    • S•••••••• R••••••• G•••••••• · Managing Partnercontrol
      since 06/2025 · owns less than 5%
    Entity owners
    • G•• O•• Z••• L•• · Managing Member
      direct · owns 50% to 75%
    • L••••••••• H••••••• L•• · Managing Member
      direct · 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
    OfficeAdvisorsJoinedLeftTeams outForming
    New York, Ny · principal330
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 0 to 469
      Nov 21, 2025 to Feb 23, 2026
    • HNW clients · unset to 42.0
      Nov 21, 2025 to Feb 23, 2026
    • Individual clients · unset to 255.0
      Nov 21, 2025 to Feb 23, 2026
    • Discretionary RAUM · $0 to $133M
      Nov 21, 2025 to Feb 23, 2026
    • HNW RAUM · unset to 68315146.0
      Nov 21, 2025 to Feb 23, 2026
    • Individual RAUM · unset to 64085397.0
      Nov 21, 2025 to Feb 23, 2026
    • RAUM · $0 to $133M
      Nov 21, 2025 to Feb 23, 2026
    Signals
    No event on the tape.
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Business email
    i•••@l•••••••••.comreportedpublished by the firm, firm site, Sep 17, 2026
    Business email
    g•••@l•••••••••.comreportedpublished by the firm, firm site, Sep 17, 2026
    Business phone
    646-585-7271reportedpublished by the firm, firm site, Sep 17, 2026
    Firm profile
    linkedin.com/company/lifecapital-partnersreportedpublic record, Form ADV, Sep 21, 2026
    Website
    l•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
    Principal office phone
    (917) 968-0055reportedpublic record, Form ADV, Mar 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
    $44.4Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026