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LIFEPATH ADVISORS
LIFEPATH ADVISORS, LLC is a state-registered investment adviser with $18 million in regulatory assets under management. The firm has 1 employee and 1...
LIFEPATH ADVISORS
LIFEPATH ADVISORS, LLC is a state-registered investment adviser with $18 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Boca Raton
Corporate office
Boca Raton, FL, United States
Principals
Christopher Zeman
President
Sector focus
Frequently asked questions
Who runs investment decisions at Lifepath Advisors?
Christopher Zeman serves as President and leads the firm's investment and advisory functions. He works directly with each client family to design asset allocation frameworks and evaluate individual opportunities. The firm's small team structure ensures Zeman remains personally involved in major portfolio decisions.
How does Lifepath Advisors source proprietary deal flow?
Lifepath sources opportunities through the aggregated networks of its client families, many of whom are principals in operating businesses. Direct co-investment and private credit opportunities frequently emerge from relationships within this concentrated family network. The firm also accesses deals through established relationships with private equity sponsors and real estate operators.
Where does the underlying client wealth come from?
The firm has not publicly disclosed the wealth origins of its client families. Client profiles observed in public records suggest a concentration of principals who generated wealth through privately held operating businesses, professional services firms, and real estate development, predominantly in the South Florida region.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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