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LIONTREE PARTNERS LLC

NEW YORK, NY · CRD 289817 · IAPD ↗ · liontree.com · 212-644-4200

$125.5MRegulatory AUM
11Advisory reps
30Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

54
April 2024 — LIONTREE PARTNERS LLC grew from 6 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.