Liontree Investment Management, Llc
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 4
- Avg AUM / client
- $425M
- Accounts
- 4
- Employees
- 32
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) | 4 | $1.7B | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $1.5B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Liontree Investment Fund, L.P. | Private Equity Fund | Cayman Islands | $1.4B | 15 |
| Liontree Yahoo Llc | Private Equity Fund | Delaware | $66.6M | 3 |
| W Yahoo Llc | Private Equity Fund | Delaware | $55.5M | 9 |
| Liontree Yuga Investment, L.P. | Private Equity Fund | Delaware | $19.1M | 7 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bourkoff, Aryeh, Benjamin | Chief Executive Officer | Jul 2021 (5y) | ≈ 56.25% – 100% via Benjamin Group Investment Management Lp | |
| Modlin, Wendy, Kreinen | Chief Compliance Officer | Jul 2021 (5y) | 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 |
|---|---|---|---|---|
| Benjamin Group Investment Management Lp | Sole Member | Nov 2021 | A | 75% or more |
| Benjamin Group Investment Management Gp Llc | General Partner | Nov 2021 | B | GP / trustee / elected manager of Benjamin Group Investment Management 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):
- Bourkoff, Aryeh, Benjamin: 75% – 100% of Benjamin Group Investment Management Lp × 75% – 100% direct ≈ 56.25% – 100% 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 (4, $1.5B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Liontree Investment Fund, L.P. | Private Equity Fund | $1.4B | $25.0M | 15 |
| Liontree Yahoo Llc | Private Equity Fund | $66.6M | $10.0M | 3 |
| W Yahoo Llc | Private Equity Fund | $55.5M | $10.0K | 9 |
| Liontree Yuga Investment, L.P. | Private Equity Fund | $19.1M | $700K | 7 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/20/2026 | 2.4 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) ↗