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Lifetime Capital Planning Group LLC
Lifetime Capital Planning Group LLC is an SEC-registered investment adviser in Flower Mound, TX. The firm manages $85 million in assets, $80 million on a...
Lifetime Capital Planning Group LLC
Lifetime Capital Planning Group LLC is an SEC-registered investment adviser in Flower Mound, TX. The firm manages $85 million in assets, $80 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Single Family Office
Year founded
1995
Location
Region
North America
Country
United States
City
Flower Mound
Corporate office
New York, NY, United States
Principals
David L. Cohen
Managing Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Lifetime Capital Planning Group?
David L. Cohen, the founder and managing principal, holds full authority over investment decisions at Lifetime Capital Planning Group LLC. The firm does not have a separate investment committee or CIO structure in public filings.
What types of assets does Lifetime Capital Planning Group invest in?
The firm's portfolio includes direct real estate holdings—primarily commercial and residential properties in the New York area—private credit instruments, and allocations to hedge funds. Public filings suggest a low-leverage, long-hold approach.
Is Lifetime Capital Planning Group a single-family office?
Yes. Based on its structure, founder concentration, and lack of external investment-committee roles, the firm operates as a single-family office. It does not solicit outside capital or offer managed accounts to third parties.
Does Lifetime Capital Planning Group make co-investments alongside external GPs?
There is no public record of the firm participating in syndicated co-investments or fund commitments. Its investment activities appear limited to direct deals and positions managed by Cohen.
Where does the underlying wealth of Lifetime Capital Planning Group come from?
Public records indicate the wealth originates from David L. Cohen's legal practice in estate planning and real estate law, supplemented by subsequent real estate investments and capital appreciation.
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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