LIBERTY STRATEGIC CAPITAL

RIASEC RegisteredEst. 2021
Total AUM
$3.5B
Discretionary
$3.5B
100% of AUM
Avg account
$1.2B
Accounts
3
Employees
18
Advisory reps
3

Firm details

Headquarters
Washington, District of Columbia
CRD number
314378
Registered since
June 30, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Liberty Strategic Capital is organized as a limited partnership and operates as a private equity-focused investment manager that serves institutional clients. The adviser registered with the SEC in 2021 and is owned by a mix of domestic entities and individuals. Its business centers on managing pooled investment vehicles; the firm acts as sponsor, general partner, and managing member for those vehicles rather than operating as a traditional capital allocator. Compensation combines a percentage-of-assets fee with performance-based fees. Liberty Strategic Capital identifies itself as an active ESG investor and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JESSE BURWELL

    Chief Financial Officer and Senior Managing DirectorCRD 6039538

Contacts

2 of 2
  • Joseph Clark

    General CounselCRD 8208851

  • STEVEN MNUCHIN

    Managing PartnerCRD 1511445

Wealth teams

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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

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
2099 Pennsylvania Ave NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth