Liontree Partners Llc
- Regulatory AUM
- $125M
- Discretionary
- $125M
- Clients
- 9
- Avg AUM / client
- $13.9M
- Accounts
- 9
- Employees
- 30
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $125M | 100.0% |
Private funds (11)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $167M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Liontree Articulate Llc | Private Equity Fund | Delaware | $41.6M | 8 |
| W Articulate Llc | Private Equity Fund | Delaware | $33.5M | 13 |
| Liontree West Opportunity Llc | Private Equity Fund | Delaware | $32.0M | 9 |
| Liontree Venture Access Fund Llc | Private Equity Fund | Delaware | $31.2M | 49 |
| Liontree Ripken Llc | Private Equity Fund | Delaware | $6.6M | 5 |
| Liontree Articulate Blocker Llc | Private Equity Fund | Delaware | $5.2M | 3 |
| Liontree Gl Llc | Private Equity Fund | Delaware | $4.9M | 9 |
| Liontree Pe Co Investment (Qp) Llc | Private Equity Fund | Delaware | $4.3M | 5 |
| Liontree Venture Access Fund A Llc | Private Equity Fund | Delaware | $4.1M | 27 |
| Liontree Co Investments Llc | Private Equity Fund | Delaware | $3.0M | 47 |
| Liontree Pb Llc | Private Equity Fund | Delaware | $990K | 14 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bourkoff, Aryeh, Benjamin | Chief Executive Officer | May 2012 (14y) | 50% – 75% of Liontree Gp Llc (indirect) | |
| Stenzler, Ehren, Bryant | Managing Partner | May 2012 (14y) | Less than 5% | |
| Modlin, Wendy, Kreinen | Chief Compliance Officer | Sep 2019 (7y) | Less than 5% | |
| Sutton, Avi | Chief Operating Officer, General Counsel | Jul 2023 (3y) | Less than 5% | |
| Farber, David, Scott | Chief Financial Officer | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Liontree Llc | Member | May 2012 | A | 75% or more |
| Liontree Holdings Lp | Managing Member | Oct 2015 | B | ≈ 56.25% – 100% via Liontree Llc |
| Bg Financial Intermediate Lta Holdings Lp | Limited Partner | Apr 2021 | B | ≈ 28.13% – 75% via Liontree Holdings Lp |
| Liontree Gp Llc | General Partner | Oct 2015 | B | GP / trustee / elected manager of Liontree Holdings Lp (indirect) |
| Benjamin Group Financial Intermediate Holdings (Gp) Llc | General Partner | Apr 2021 | B | GP / trustee / elected manager of Bg Financial Intermediate Lta Holdings Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Liontree Holdings Lp: 75% – 100% of Liontree Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Bg Financial Intermediate Lta Holdings Lp: 50% – 75% of Liontree Holdings Lp × 75% – 100% of Liontree Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (11, $167M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Liontree Articulate Llc | Private Equity Fund | $41.6M | $500K | 8 |
| W Articulate Llc | Private Equity Fund | $33.5M | $20.0K | 13 |
| Liontree West Opportunity Llc | Private Equity Fund | $32.0M | $50.0K | 9 |
| Liontree Venture Access Fund Llc | Private Equity Fund | $31.2M | $125K | 49 |
| Liontree Ripken Llc | Private Equity Fund | $6.6M | $25.0K | 5 |
| Liontree Articulate Blocker Llc | Private Equity Fund | $5.2M | $225K | 3 |
| Liontree Gl Llc | Private Equity Fund | $4.9M | $25.0K | 9 |
| Liontree Pe Co Investment (Qp) Llc | Private Equity Fund | $4.3M | $75.0K | 5 |
| Liontree Venture Access Fund A Llc | Private Equity Fund | $4.1M | $125K | 27 |
| Liontree Co Investments Llc | Private Equity Fund | $3.0M | $5.0K | 47 |
| Liontree Pb Llc | Private Equity Fund | $990K | $25.0K | 14 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/20/2026 | 3.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 20, 2026.
View current Form ADV (SEC/IAPD) ↗