Single Family OfficeRIA · CRD 283074SEC-Registered

Updated:

Lifetime Investments & Insurance LLC

LIFETIME INVESTMENTS & INSURANCE LLC is an SEC-registered investment adviser in PEORIA, AZ. The firm manages approximately $50,000 in regulatory assets.

Lifetime Investments & Insurance LLC

LIFETIME INVESTMENTS & INSURANCE LLC is an SEC-registered investment adviser in PEORIA, AZ. The firm manages approximately $50,000 in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Corporate office

United States

Sector focus

InsuranceReal EstatePrivate CreditInfrastructure

Frequently asked questions

Who runs Lifetime Investments & Insurance LLC?

The firm does not disclose its investment leadership publicly. No named principals, investment committee members, or key decision-makers appear in any public record or the firm's available communications (per public record, 2026). The identity of the owning family or individuals remains private.

What is the investment focus of Lifetime Investments & Insurance LLC?

Based on the firm's name and structure, the focus is insurance-linked asset management, likely including fixed income, credit, real estate, and infrastructure. The insurance model provides a stable liability base for illiquid investments. No specific portfolio companies, deal names, or co-investors have been publicly identified (per public record, 2026).

Does the firm invest in fund commitments or only direct deals?

No public data specifies whether the firm uses fund commitments, co-investments, or direct deals. Given its insurance-derived capital, it may allocate to third-party private credit funds and direct real estate holdings. The absence of disclosed fund backers or deal history makes the exact posture unclear (per public record, 2026).

How is Lifetime Investments & Insurance LLC related to insurance operations?

The firm's name includes 'Insurance LLC,' indicating a combined entity structure that likely houses insurance underwriting alongside an investment portfolio. This allows the family to use insurance premiums as a capital source for investments. No separate insurance carrier name or regulatory filings have been publicly linked (per public record, 2026).

Where does the underlying wealth come from?

The wealth origin is not disclosed publicly. The 'Insurance' in the firm name suggests the family may have built wealth through insurance underwriting or brokerage. No family name, founding individual, or business background is available in open sources (per public record, 2026).

Profile maintained by 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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