Libris Capital Management LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
343719
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Libris Capital Management LLC is a New York–registered limited liability company that provides discretionary portfolio management for both individuals/small businesses and for business or institutional clients. The firm is owned by an individual and is categorized as unclassified in the snapshot data. Its client fee arrangements combine a percentage-of-assets-under-management schedule with the option for performance-based fees. The record indicates Libris does not operate as a capital allocator, does not market itself as an ESG investor, and is not designated as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser.

Assets & Accounts

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

Contacts

1 of 1
  • Timothy Kuznetsov

    Timothy Kuznetsov

    Vice PresidentCRD 6122664

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
142 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth