Livelife Capital Partners Llc
- Regulatory AUM
- $372M
- Discretionary
- $372M
- Clients
- 261
- Avg AUM / client
- $1.4M
- Accounts
- 1,239
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 172 | $63.9M | 17.2% |
| High net worth individuals | 89 | $298M | 80.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $932K | 0.25% |
| Charitable organizations | Fewer than 5 clients | $8.3M | 2.24% |
| Corporations and other businesses | Fewer than 5 clients | $600K | 0.16% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Shawn Matthew Mauro | Managing Partner, Chief Compliance Officer | Aug 2017 (9y) | 50% – 75% | |
| Christopher Robert Fisher | Managing Parnter | CFA | Oct 2017 (9y) | 50% – 75% |
| Susan R Fechtor | Registered representative | Oct 2017 (9y) | ||
| Alex Philip Ranere | Registered representative | CFA | Nov 2021 (5y) | |
| Adam Scott Cefalo | Registered representative | CFA | Jan 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 973 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $221M (59% of AUM) Jun 2026
- Pershing $134M (36% of AUM) Jun 2026
- Fidelity Brokerage Services $72.2M (40% of AUM) Nov 2021
- Multrees Investor Services Ltd $21.0M (18% of AUM) Sep 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗