Southborough, MA Office
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Livelife Capital Partners LLC
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About
LiveLife Capital Partners LLC is an SEC-registered advisory firm that manages roughly $372 million for about 260 clients, serving individuals, high‑net‑worth clients, trusts, estates and retirement plans. Like many team firms, it provides discretionary portfolio management and financial planning and also offers family‑office‑style services and retirement plan advisory work.
The firm generally pursues a long‑term, diversified approach using low‑cost mutual funds and ETFs but may also employ individual equities, structured notes, options contracts and alternative investments as appropriate, and it can allocate portions of client assets to unaffiliated independent managers or a JP Morgan sub‑advisor for direct indexing. LiveLife Capital states that it treats cash as an asset class and conducts ongoing monitoring, and it discloses that it may permit borrowing against accounts (margin or pledged‑asset loans) and the use of derivatives in separately managed accounts while cautioning it does not recommend borrowing for investment purposes.
Distinctive aspects include sponsorship of its own wrap fee program that bundles trade execution, custody and reporting, and use of third‑party platforms such as Pontera for managing held‑away defined contribution accounts and Black Diamond for consolidated reporting. The firm also discloses paid promoter/endorser arrangements to introduce prospective clients and notes advisor activities (options, structured products, margin/pledged loans and private fund allocations) that are less common among peers of similar size.
Based on Livelife Capital Partners LLC
Expertise
Based on Livelife Capital Partners LLC
Location
144 Turnpike Road, Suite 215
Southborough MA 01772
Advisors at this office
3
Advisors at this office
Christopher F
CFA®, Series 63
Southborough, MA
Livelife Capital Partners LLC
Christopher Fisher is a CFA® charterholder and holds a Series 63 license with 11 years of industry experience. He has worked at LiveLife Capital Partners LLC since 2017 and previously was with Bigelow, Mergers and Acquisitions. Outside of his advisory role, Fisher is involved with rental property management through non-investment-related activities. LiveLife Capital Partners LLC is an SEC-registered advisory firm managing approximately $372 million for around 260 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs, while also incorporating individual equities, structured notes, options, and alternative investments as appropriate.
Alex R
CFA®, Series 63
Southborough, MA
Livelife Capital Partners LLC
Alex Ranere is a CFA® charterholder with four years of industry experience, currently serving as an advisor at LiveLife Capital Partners LLC. He previously worked at Wilmington Trust Corporation for five years before joining LiveLife Capital Partners in 2021. LiveLife Capital Partners LLC is an SEC-registered advisory firm managing approximately $372 million for around 260 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a long-term, diversified investment approach with low-cost mutual funds and ETFs, and it offers discretionary portfolio management, financial planning, family-office style services, and retirement plan advisory work.
Shawn M
Series 66
Southborough, MA
Livelife Capital Partners LLC
Shawn Mauro is a financial advisor at LiveLife Capital Partners LLC with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and Merrill. Outside of advising, Mauro manages Mauro's Café LLC and Aspen Fox Real Estate LLC and works as an independent insurance agent. LiveLife Capital Partners LLC manages approximately $372 million for around 260 clients, offering discretionary portfolio management, financial planning, and family-office-style services. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs, along with individual equities and alternative investments as appropriate.
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