LifeCapital Partners LLC

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Client assets under management

$132,400,543

Clients

297

14% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$445,793

About

LifeCapital Partners advises individuals, high‑net‑worth clients, trusts, estates and businesses, providing discretionary wealth management, retirement account guidance, and both integrated and standalone financial planning services. The firm also offers assistance with establishing digital asset accounts through Fidelity Digital Asset Services for clients who seek exposure to cryptocurrencies.

The firm’s investment process emphasizes fundamental analysis and a generally long‑term orientation, implementing model portfolios composed primarily of low‑cost mutual funds and ETFs while retaining the ability to use individual stocks, bonds, options, alternative investments and digital assets as needed. LifeCapital Partners acts as a fiduciary, manages client accounts on a discretionary basis, and conducts periodic reviews and portfolio adjustments consistent with client objectives and tax or legacy‑holding considerations.

Noteworthy aspects of the firm include its recent formation and relatively rapid accumulation of about $133 million in discretionary AUM with three advisors and roughly 300 client relationships, and its participation in Fidelity’s institutional platform that provides research, technology and other economic benefits. Advisory personnel are also licensed insurance professionals and some principals report outside business activities (board service, rental property ownership and private business interests), all of which the brochure identifies and discloses as potential conflicts the firm manages.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies

Fee options

Percentage

$100,000 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.90% $3,000,000 - $4,999,999: 0.80% $5,000,000 - $9,999,999: 0.70% $10,000,000+: 0.60%

Project-based

Up to $500 per hour for standalone financial planning services; fees may be negotiable

Other

Fee-only: Standalone financial planning services at hourly rates up to $500 per hour (fees negotiable)

Main office location

LifeCapital Partners LLC

125 Park Avenue

New York NY 10017, United States

Number of offices

Most active in

California · Connecticut · District of Columbia · Florida · New Jersey · New York · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (917) 968-0055

Advisors at this firm

Eduardo S

Series 66

New York, NY

LifeCapital Partners LLC

Eduardo Schwartz is a financial advisor at LifeCapital Partners LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors for eight years. Outside of his advisory role, he is a licensed insurance agent and dedicates part of his time to insurance sales and implementation. LifeCapital Partners is an SEC-registered investment adviser providing discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses diversified model portfolios primarily composed of low-cost mutual funds and ETFs, with the flexibility to include individual securities, alternatives, and digital assets.

Options & derivatives strategies

Roberto S

Series 66

New York, NY

LifeCapital Partners LLC

Roberto Schwartz is a financial advisor at LifeCapital Partners LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors for 18 years. Schwartz is also a licensed insurance agent, dedicating part of his professional time to insurance sales and implementation. LifeCapital Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary investment management, wealth management, and financial planning, using primarily low-cost, diversified mutual funds and ETFs alongside individual securities, alternatives, and digital assets.

Options & derivatives strategies

Juan L

Series 66

New York, NY

LifeCapital Partners LLC

Juan Lebrija is a financial advisor with LifeCapital Partners LLC in Westport, CT, holding a Series 66 designation and 25 years of industry experience. Prior to joining LifeCapital Partners in 2025, he spent 24 years at Equitable Advisors. Outside of advising, he serves as a board member of Penta Holdings, a petrochemical distribution and real estate company in Mexico, and is a licensed insurance agent. LifeCapital Partners is an SEC-registered investment adviser that provides discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, alternatives, and digital assets, and offers standalone financial planning on an hourly basis.

Options & derivatives strategies

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