Liberty One Investment Management

Overview

Liberty One Investment Management is an SEC-registered investment adviser organized as a limited liability company and operating since 2019. The firm manages portfolios for institutional clients and for individuals, small businesses, investment companies and other business or institutional accounts. Its fee model is a percentage of assets under management and its advisory activities emphasize discretionary portfolio management rather than pension consulting or ESG-driven mandates. Liberty One also has roles as an investment sponsor and managing member of pooled vehicles, indicating it participates in sponsor/GP activities in addition to acting as an adviser. The firm’s public disclosures classify it as capital allocator “No,” and it does not list itself as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices