LIBERTY STREET ADVISORS, INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 142949
- Registered since
- March 23, 2007
- Website
- libertystreetfunds.com
- 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
FINTRXOverview
Liberty Street Advisors, Inc. is a corporation that has been SEC-registered since 2007 and is owned by an individual. The firm advises institutional clients on a fee basis (percentage of AUM) and focuses its advisory work on portfolio management for investment companies and for pooled investment vehicles. FINTRX classifies the firm as not being a capital allocator; it is not an active ESG investor, not a multi-state adviser, and does not act as a pension consultant. The firm’s reported business activities and affiliations extend beyond pure advisory work: FINTRX notes ties to broker-dealer activities and identifies the firm as a sponsor, general partner, or managing member of pooled investment vehicles. That combination suggests Liberty Street both runs pooled vehicles and provides portfolio management services to institutional mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3TIMOTHY REICK
Chief Executive Officer and Co-Head of SalesCRD 4384534
ANDREW NOWACK
Chief Compliance Officer and General CounselCRD 2488500
SCOTT DANIELS
Chief Financial OfficerCRD 1912249
Contacts
3 of 3VICTOR FONTANA
ControllerCRD 6054744
RAYMOND HILL
Senior PartnerCRD 1950094
VICTOR FONTANA
PartnerCRD 1240936
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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