L
Liberty Street Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Liberty Street Capital, LLC provides fee-based, discretionary portfolio management primarily for pooled and entity clients, implementing investment programs through custodial accounts and third-party custodians. The firm operates as a registered investment adviser and relies on custodial platforms to produce client reporting and to facilitate fee debiting.
The firm’s investment approach is allocation-driven, building diversified proprietary portfolios using individual securities, exchange-traded index funds, and mutual funds with an emphasis on low turnover, periodic rebalancing, and cost containment. In certain market environments it may pursue targeted risk-reduction strategies or structured securities, but generally favors buy-and-hold implementations aligned with each client’s risk profile.
What is distinctive about the firm is that its principal is a licensed attorney who continues to provide legal client representation and the adviser maintains an affiliation with that legal practice, an uncommon arrangement for investment managers focused on pooled or institutional assets. The firm is very small, operating with a single advisory professional, does not vote client proxies, and maintains limited custody through custodial fee debiting — operational characteristics that set it apart from many larger peers.
Client services
Financial planning
Expertise
Passive / index investing
Active portfolio management
Fee options
Typically up to 1.00% annually, usually less, quoted case-by-case based on account size and other factors
Fee-only: Fee-based investment advisory services with fees charged as percentage of assets under management
Most active in
Liberty Street Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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