{"url":"https://nivawealth.com/firms/lifecapital-partners-337455","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/337455","regulatoryAum":133225543,"crd":"337455","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4321755","suffix":null,"lastName":"LEBRIJA","firstName":"JUAN","middleName":"ANTONIO"},{"crd":"6826564","suffix":null,"lastName":"SCHWARTZ","firstName":"EDUARDO","middleName":"Antonio"},{"crd":"5415580","suffix":null,"lastName":"SCHWARTZ","firstName":"ROBERTO","middleName":"GUILLERMO"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-134352","legalName":"Lifecapital Partners LLC","displayName":"LifeCapital Partners","slug":"lifecapital-partners-337455","website":"https://lifecapital-partners.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/337455/c3f0558c8468f957-r1.webp","tone":"light","width":1134,"height":200,"sourceUrl":"https://lifecapital-partners.com/","sourceLabel":"Lifecapital Partners LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/lifecapital-partners/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"125 Park Avenue","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10017"},"tradeNames":[],"registration":{"secApproved":"20 November 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":445793.0740740741,"staff":{"employees":4,"advisory":3,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":133225543,"discretionary":133225543,"discretionaryAccounts":469,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":255,"regulatoryAum":64085397},{"label":"High-net-worth individuals","clients":42,"regulatoryAum":68315146},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":825000}],"feePrograms":[{"role":"main","program":"Wealth management services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017521","versionId":1017521,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-11","documentName":"LIFECAPITAL PARTNERS DISCLOSURE BROCHURE","fee_rate_low":0.6,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Standalone financial planning","summary":"Standalone financial planning services are billed at an hourly rate of up to $500.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017521","versionId":1017521,"submittedOn":"2026-03-11","documentName":"LIFECAPITAL PARTNERS DISCLOSURE BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T18:06:47.263573+00:00","documents":[{"name":"LIFECAPITAL PARTNERS DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017521","versionId":1017521,"submittedOn":"2026-03-11"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":133225543}],"custodyNote":"LifeCapital Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Juan Lebrija","title":"Managing Partner and Chief Compliance Officer","crd":"4321755"},{"name":"Roberto Schwartz","title":"Managing Partner","crd":"5415580"}],"ownership":[{"label":"Get Off Zero LLC","detail":"Managing member in the 50% to 75% ownership band and a control person, since November 2025."},{"label":"Lifecapital Holdings LLC","detail":"Managing member in the 50% to 75% ownership band and a control person, since November 2025."},{"label":"Juan Lebrija","detail":"Indirect owner: a managing member of Lifecapital Holdings LLC in the 75% or more band and a control person, since November 2025.","parent":"Lifecapital Holdings LLC"},{"label":"Roberto Schwartz","detail":"Indirect owner: a managing member of Get Off Zero LLC in the 75% or more band and a control person, since November 2025.","parent":"Get Off Zero LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":3},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"125 Park Avenue","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"917-968-0055","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":4},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":89},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"11 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/337455/PDF/337455.pdf","brochureDate":"11 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017521","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does LifeCapital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does LifeCapital Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does LifeCapital Partners charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does LifeCapital Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does LifeCapital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does LifeCapital Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns LifeCapital Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does LifeCapital Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact LifeCapital Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 11 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}