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 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

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

3 of 3
  • TIMOTHY 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 3
  • VICTOR FONTANA

    ControllerCRD 6054744

  • RAYMOND HILL

    ​Senior PartnerCRD 1950094

  • VICTOR FONTANA

    PartnerCRD 1240936

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

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