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Private fund adviser · New York, NY

Liontree Partners LLC

SEC-registered investment adviser · CRD 289817 · SEC 801-124884

At a glance

Liontree Partners LLC is an SEC-registered investment adviser based in New York, New York, with $125 million in regulatory assets under management as of its Form ADV filed May 20, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 4,386th of 4,686 private fund advisers and 14,517th of 17,210 SEC-registered advisers by assets.

Main office 212-644-4200liontree.comAs filed on Form ADV

Regulatory AUM
$125M
Rank among private fund advisers
#4,386 of 4,686
Rank among all SEC RIAs
#14,517 of 17,210
Rank in New York
#2,101 of 2,591
Clients
9
Accounts
9
Discretionary
100% of AUM
Employees
30
Advisory staff
11
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Liontree Partners LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

Hybrid RIA

Liontree Partners LLC is a hybrid RIA: 8 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Liontree Advisors LLC and Liontree Advisors UK LLP.

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles9$125M100%

Private funds

Liontree Partners LLC reports 9 private funds with $125M in gross assets: private equity funds (Form ADV Item 7.B).

Disciplinary disclosures

Liontree Partners LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for pooled investment vehicles

How it’s paid

  • A percentage of assets under management
  • Performance-based fees

Form ADV and brochures on the SEC’s adviser search ↗liontree.com ↗

AtlasMembers

The full record on Liontree Partners LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 3 years of filings
Locked
Growth over one, three and five years
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Rank against 1,250 peers of its type and size
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Owners and executives, with titles and stakes
5 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
1Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Liontree Partners LLC manage?

Liontree Partners LLC reports $125 million in regulatory assets under management across 9 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 20, 2026.

What kind of firm is Liontree Partners LLC?

Liontree Partners LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.

Who are Liontree Partners LLC’s clients?

By assets, its largest client types are pooled investment vehicles ($125 million, 9 clients).

Does Liontree Partners LLC manage private funds?

Yes. It reports 9 private funds with $125 million in gross assets, including private equity funds.

Does Liontree Partners LLC have any disciplinary history?

Liontree Partners LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Liontree Partners LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →