firm profile
Livelife Capital Partners LLC
Overview
Livelife Capital Partners LLC is an SEC registered investment adviser based in Southborough, MA, registered since 2017. It reports $372M in assets under management across 1,239 accounts, with 9 employees. It has 5 investment adviser representatives.
- Reported AUM
- $372M
- Discretionary
- 100%
- Accounts
- 1,239
- Average account
- $3K
- Employees
- 9
- Advisory reps
- 5
- Registered since
- 2017
- Jurisdictions
- 9
As reported in the firm's June 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 2 of 2
- Shawn Matthew Mauro Managing Partner, Chief Compliance Officer CRD 5299965
- Christopher Robert Fisher Managing Parnter CRD 5258945
Advisory reps 3 of 5
- Adam Scott Cefalo Insurance Agent · Investment Adviser Rep CRD 2570027
- Susan R Fechtor Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4098244
- Christopher Robert Fisher Investment Adviser Rep CRD 5258945
2 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 144 Turnpike Rd Ste 215
Southborough, MA 01772 - County
- Worcester
- Metro area
- Worcester, MA-CT
- Region
- Northeast
Registrations
- SEC registered
- Registered in 9 jurisdictions
- Website: livelifecapital.com
Every state, with registration dates
Similar firms near Southborough
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- Pen Facs Financial ServicesSouthborough, MA$23.2M AUM
- Financial Foundations, Inc.Southborough, MA
- Fitts FinancialSouthborough, MA
- Bolton Securities CorporationBolton, MA$8.3B AUM
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