LIBERTY PARK CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2022
Total AUM
$77.9M
Discretionary
$77.9M
100% of AUM
Avg account
$13M
Accounts
6
Employees
3
Advisory reps
3

Firm details

Headquarters
AUSTIN, Texas
CRD number
160315
Registered since
April 5, 2022
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles97.67%
  • HNWI2.33%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Liberty Park Capital Management, LLC is an independent registered investment adviser that provides fee-based planning and portfolio management to high-net-worth individuals, families and institutional clients. The firm is SEC-registered (2022) and owned by an individual principal. Its advisory scope includes direct portfolio management for individuals and small businesses, management of pooled investment vehicles and portfolio services for businesses and institutions. Liberty Park also sponsors and serves as general partner/managing member for pooled vehicles it advises. Fee arrangements are a mix of percentage-of-AUM, fixed fees and performance-based fees, reflecting a business model that combines traditional advisory mandates with fund management. The firm does not report active ESG investing and is not positioned as a multi-state or pension consulting adviser. Liberty Park shows a clear preference for equities in its separately managed account activity, while much of its asset base is tied up in private/pooled fund structures. That dual focus—public equity SMAs on one hand and hedge fund and private credit activity on the other—drives how the firm allocates capital and structures client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

3 of 3
  • Kurt Probe

    Director of ResearchCRD 6742592

  • CHARLES MURPHY

    Investment Adviser RepresentativeCRD 4979819

  • Andrew Wang

    AnalystCRD 8244445

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
2105 E Martin Luther King Jr Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth