Roberto Schwartz
Lifecapital Partners · New York, New York
Roberto Schwartz is a fee-only financial advisor at Lifecapital Partners in New York, New York. Lifecapital Partners reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Lifecapital Partners |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $133.2M across 469 accounts |
| SEC registration | Investment adviser representative in NJ, NY, TX · CRD 5415580 |
| Exams passed | Series 66 (2007) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.lifecapital-partners.com |
How Roberto's firm compares
- Lifecapital Partners's average account is about $284,000, from its Form ADV (assets managed divided by 469 accounts).
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Questions about Roberto
Is Roberto Schwartz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roberto holds no broker registration, and Lifecapital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roberto charge for financial advice?
Roberto's firm, Lifecapital Partners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Roberto Schwartz based?
Roberto Schwartz is based in New York, New York.
Is Roberto Schwartz registered with the SEC?
Yes. Roberto Schwartz is registered as an investment adviser representative in NJ, NY and TX (CRD 5415580), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Lifecapital Partners manage?
Lifecapital Partners reports $133.2M across 469 accounts in assets under management.
How do I contact Roberto Schwartz?
Through Roberto's website, www.lifecapital-partners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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