LifeCapital Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$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%
Up to $500 per hour for standalone financial planning services; fees may be negotiable
Fee-only: Standalone financial planning services at hourly rates up to $500 per hour (fees negotiable)
Main office
125 Park Avenue
New York NY 10017
Advisors at this office
3
Most active in
California · Connecticut · District of Columbia · Florida · New Jersey · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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.
Roberto S
Series 66
New York, NY
LifeCapital Partners LLC
Roberto Schwartz is a financial advisor at LifeCapital Partners LLC in New York, NY, with 19 years of industry experience. He held a position at Equitable Advisors for 18 years before joining LifeCapital Partners in 2025. He holds the Series 66 designation and is also a licensed insurance agent, spending a portion of his time implementing insurance recommendations. LifeCapital Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, offering discretionary wealth management, retirement account guidance, and financial planning services. The firm emphasizes fundamental analysis with a long-term investment approach, utilizing low-cost mutual funds and ETFs alongside other investment vehicles, and provides access to digital asset accounts through Fidelity Digital Asset Services.
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.
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