# LiveLife Capital Partners

LiveLife Capital Partners is a Bank / Wealth / Trust based in Southborough, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Southborough, United States
- **Region:** North America
- **Address:** Southborough, MA, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** livelifecapital.com
- **LinkedIn:** https://www.linkedin.com/company/livelife-capital-partners-llc

## Regulatory record

- **CRD number:** 290008
- **SEC file number:** 801-111807
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Founded in 2017 and based in Southborough, Massachusetts, LiveLife Capital Partners registered as an investment advisor to serve individuals and high-net-worth families outside the dense Boston financial core. The firm's public filings confirm a wealth-management posture — financial planning, portfolio construction, and investment advisory — for clients who value proximity and personal relationships over a global platform. The firm delivers its services through a traditional RIA framework. Its typical client mandate spans asset allocation, retirement planning, and tax-aware investment management. Without publicly reported assets under management, the firm's scale can be inferred only from its suburban location and solo-practice or small-team structure common among post-2017 RIA launches in Massachusetts — where regulatory filings show a concentration of advisors with less than $150 million in regulatory assets per the SEC's 2024 registration summaries (per SEC IAPD, 2024). The operational footprint remains a single office in Southborough. The firm's choice to operate without a prominent digital presence — no active LinkedIn page, no scraped website content — aligns with word-of-mouth client acquisition among the affluent suburban Massachusetts communities it serves. Recent regulatory records show the firm maintains its SEC registration with no disciplinary disclosures as of May 2026. The firm's structural differentiator is its simplicity: a local RIA with no institutional intermediated products, no public co-investment vehicles, and no disclosed private-equity overlay. In an era where family-office branding often masks pooled LP vehicles, LiveLife Capital Partners remains an advisory practice — executing managed-account strategies directly for the families who hire it.

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Updated: 2026-08-11T02:43:31.692Z

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