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Lifetime Capital Planning Group LLC
Lifetime Capital Planning Group LLC is a state-registered investment adviser in Flower Mound, TX. The firm manages $85 million in assets, $80 million on a...
Overview
Lifetime Capital Planning Group LLC is a state-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
RIA
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.
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.
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