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 fund manager serving institutional clients. The firm registered with the SEC in 2021 and is owned by a mix of domestic entities and individuals. Its core advisory activity is portfolio management for pooled investment vehicles, and it also acts as sponsor, general partner and managing member for the funds it runs. Fees are a combination of percentage-of-assets under management and performance-based arrangements. FINTRX flags the firm as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

1 of 1
  • Jesse Burwell

    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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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