Liberty Street Advisors, Inc.

RIASEC RegisteredEst. 2007
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 a corporation operating as an institutional registered investment adviser. The firm has been SEC-registered since 2007 and is owned by an individual. Its client base is institutional and it charges fees as a percentage of assets under management. Advisory responsibilities specifically include portfolio management for investment companies and for pooled investment vehicles. Liberty Street is not identified as an active ESG investor, a pension consultant, a multi-state adviser, or a capital allocator. Filings and firm metadata also show roles and affiliations beyond pure advisory work — the firm is associated with broker-dealer activity, acts as an investment adviser to other vehicles, and can serve as sponsor, general partner, or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Timothy Reick

    Timothy Reick

    Chief Executive Officer and Co-Head of SalesCRD 4384534

  • Andrew Nowack

    Chief Compliance Officer and General CounselCRD 2488500

  • Scott Daniels

    Scott Daniels

    Chief Financial OfficerCRD 1912249

Contacts

3 of 3
  • Victor Fontana

    Victor Fontana

    ControllerCRD 6054744

  • Raymond Hill

    Raymond Hill

    ​Senior PartnerCRD 1950094

  • Victor Fontana

    PartnerCRD 1240936

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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