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Liontree Investment Management, LLC

● SEC registered since 2021CRD 315628SEC# 801-122175New York, NY
Export (members)
Ranks #2,372 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.7B
Fund GAV
$1.7B
Private funds
4
Employees
32
Accounts
4
Location
New York, NY

Liontree Investment Management, LLC assets under management

Liontree Investment Management, LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2021. It reports $1.7 billion in regulatory assets under management and employs 32 people. Liontree Investment Management, LLC manages 4 private funds with combined gross assets of $1.7 billion, including Liontree Investment Fund, L.P. By regulatory assets, it ranks 2,372 of 6,004 private fund managers.

Liontree Investment Management, LLC private funds

4 funds · $1.7B GAV
FundTypeGross assetsMin.
Liontree Investment Fund, L.P.Private Equity$1.57B$25M
Liontree Yahoo LLCPrivate Equity$69.6M$10M
W Yahoo LLCPrivate Equity$58M$10K
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Liontree Investment Management, LLC owners & executives

8 reported
NameTitleOwnershipSince
Aryeh Benjamin Bourkoff ControlChief Executive OfficerUnder 5%2021
Aviva Miriam Roumani ControlPresidentUnder 5%2026
Benjamin Group Investment Management LP ControlSole MemberOver 75%2021
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Frequently asked questions

How much does Liontree Investment Management, LLC manage?

Liontree Investment Management, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.

How many private funds does Liontree Investment Management, LLC manage?

Liontree Investment Management, LLC manages 4 private funds with combined gross assets of $1.7 billion.

How many employees does Liontree Investment Management, LLC have?

Liontree Investment Management, LLC reports 32 employees.

Where is Liontree Investment Management, LLC located?

Liontree Investment Management, LLC is based in New York, NY and has been SEC-registered since 2021.

Does Liontree Investment Management, LLC disclose fund performance?

Liontree Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address745 Fifth Avenue, 15th Floor, New York, NY 10151-1507
Phone212-644-4200
Office hours9a.m. - 5p.m.
SEC regionNew York Regional Office (NYRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$1.7B▲ 9%
Mar '25 — $1.56BApr '25 — $1.56BMay '25 — $1.56BJun '25 — $1.56BJul '25 — $1.56BAug '25 — $1.56BSep '25 — $1.56BOct '25 — $1.56BNov '25 — $1.56BDec '25 — $1.56BJan '26 — $1.56BFeb '26 — $1.56BMar '26 — $1.7BApr '26 — $1.7BMay '26 — $1.7BJun '26 — $1.7B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
AUM vs fund managersTop 39%
Larger than 61% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 17%
More than 83% of 16,825 advisers

Assets under management

$1.7Bregulatory AUM
Discretionary $1.7B

Service providers

Auditor
Administrator