Liberty Street Advisors, Inc.

RIASEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$314M
Accounts
6
Employees
19
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
142949
Registered since
March 23, 2007
Fee structure
Percentage of AUM
Client types
  • Investment Companies90.16%
  • Pooled Investment Vehicles9.84%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Liberty Street Advisors, Inc. is an individually owned institutional registered investment adviser that has been SEC-registered since 2007. The firm focuses on portfolio management for investment companies and pooled investment vehicles and primarily serves institutional clients under a percentage-of-assets fee model. Filings indicate the firm is not positioned as a capital allocator and is not identified as an active ESG investor. The firm also holds industry roles beyond advisory services: it reports affiliations as a broker-dealer, as another investment adviser, and as a sponsor/GP/managing member of pooled investment vehicles. Those roles suggest Liberty Street Advisors operates both as a manager of pooled structures and in capacities that support distribution or fund sponsorship.

Assets & Accounts

Public Holdings

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

Owners & executives

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Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
88 Pine St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth