LifeCapital Partners provides financial planning and portfolio management for individuals and small businesses.
LifeCapital Partners reports 297 clients. They include 255 individual clients and 42 high-net-worth individuals. Of its assets, 100.0% ($133M across 469 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 86% | 48% |
| High-net-worth individuals | 14% | 51% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 255 | $64.1M | 48.1% | $251K |
| High-net-worth individuals | 42 | $68.3M | 51.3% | $1.63M |
| Corporations and other businesses | Fewer than 5 | $825K | 0.6% | — |
| Total | 297 | $133M | 100% | — |
- Clients
- 255
- Regulatory AUM
- $64.1M
- AUM share
- 48.1%
- Avg. per client
- $251K
- Clients
- 42
- Regulatory AUM
- $68.3M
- AUM share
- 51.3%
- Avg. per client
- $1.63M
- Clients
- Fewer than 5
- Regulatory AUM
- $825K
- AUM share
- 0.6%
- Avg. per client
- —
Total
- Clients
- 297
- Regulatory AUM
- $133M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
LifeCapital Partners charges 0.60%–1.50% a year for its Wealth management services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Standalone financial planning
- Standalone financial planning services are billed at an hourly rate of up to $500.
Get Off Zero LLC owns 50% to 75% of LifeCapital Partners and is in turn owned by Roberto Schwartz (75% or more). The leadership team of LifeCapital Partners includes Chief Compliance Officer Juan Lebrija. It has 4 employees, 3 of them in advisory roles.
Leadership
Juan LebrijaManaging Partner and Chief Compliance Officer
Roberto SchwartzManaging Partner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Lifecapital Partners LLC
Get Off Zero LLC
Control person · since November 2025
- Owns 75% or more of Get Off Zero LLC
Roberto Schwartz
Control person · since November 2025
- Owns 50% to 75% of Lifecapital Partners LLC
Lifecapital Holdings LLC
Control person · since November 2025
- Owns 75% or more of Lifecapital Holdings LLC
Juan Lebrija
Control person · since November 2025
Besides its headquarters, LifeCapital Partners has 3 offices (3 private residences, listed without an address), with 1 listed address in 1 state.
New York · 1 listed address
- 125 Park Avenue, New YorkHQ
Contact and registration details
- Legal name
- Lifecapital Partners LLC
- Headquarters
- 125 Park Avenue, New York, NY 10017
- Website
- lifecapital-partners.com
- Phone
- 917-968-0055
- @lifecapital-partners
- SEC file
- 801-134352
- Structure
- Delaware LLC
- Fiscal year end
- December
LifeCapital Partners’ named custodian for separately managed accounts is Fidelity ($133M). LifeCapital Partners does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Boston, MA · $133M100%
At year end, LifeCapital Partners’ separately managed accounts were mostly in funds (90%).
What the accounts hold
- Stocks5%
- Exchange-traded equities4%
- Non-exchange-traded equities1%
- Funds90%
- Registered funds89%
- Pooled vehicles1%
- Bonds3%
- Cash2%
How many clients does LifeCapital Partners have?
LifeCapital Partners has 297 clients and manages $133 million for them, as of March 2026. They include 255 individual clients and 42 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does LifeCapital Partners offer?
LifeCapital Partners provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does LifeCapital Partners charge?
LifeCapital Partners charges 0.60%–1.50% a year for its Wealth management services. The fee is billed in advance and is negotiable.
Source: LIFECAPITAL PARTNERS DISCLOSURE BROCHURE, filed 11 March 2026
Which custodians does LifeCapital Partners use?
LifeCapital Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $133M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026
How many financial advisors does LifeCapital Partners have?
LifeCapital Partners has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does LifeCapital Partners invest in?
At the end of its last fiscal year, LifeCapital Partners’ separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities, 3% U.S. government and agency bonds, 2% cash and equivalents, 1% non-exchange-traded equities and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns LifeCapital Partners?
LifeCapital Partners is owned through holding companies by Juan Lebrija and Roberto Schwartz. Its direct owners are Get Off Zero LLC (50% to 75%) and Lifecapital Holdings LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does LifeCapital Partners get paid?
LifeCapital Partners is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact LifeCapital Partners?
LifeCapital Partners’ main office is at 125 Park Avenue, New York, NY 10017. Its phone number is 917-968-0055. Its website is lifecapital-partners.com.