LIQUID CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2020
Total AUM
$288M
Discretionary
$288M
100% of AUM
Avg account
$95.9M
Accounts
3
Employees
4
Advisory reps
3

Firm details

Headquarters
Los Angeles, California
CRD number
299577
Registered since
July 27, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Liquid Capital Management LLC is a small, institutional-focused hedge fund adviser that manages pooled investment vehicles and serves as sponsor and general partner on those vehicles. The firm is organized to run hedge fund strategies and to place capital into third-party venture capital managers when seeking growth exposure. Its business model combines percentage-of-assets fees with performance-based fees, which is typical for managers running actively managed pooled products. Firm activity centers on portfolio management for pooled investment vehicles rather than separate account management. It maintains broker-dealer and other advisory affiliations and acts in sponsor/GP roles for the funds it runs. The firm does not characterize itself as an active ESG investor.

Assets & Accounts

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

Contacts

3 of 3
  • JEFFREY LESAGE

    Founding PartnerCRD 6415520

  • ROBERT PITTI

    Founding PartnerCRD 1775898

  • GREGORY MARTIN

    Managing DirectorCRD 2562895

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
11390 W Olympic Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth