Liquid Capital Management LLC

RIASEC RegisteredEst. 2020
Total AUM
$288M
Discretionary
$288M
100% of AUM
Avg account
$95.9M
Accounts
3
Employees
4
Advisory reps
3

Firm details

Headquarters
Los Angeles, California
CRD number
299577
Registered since
July 27, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Liquid Capital Management LLC is an SEC-registered hedge fund adviser that serves institutional clients and focuses on managing pooled investment vehicles. The firm registered with the SEC in 2020 and operates as a limited liability company owned by domestic entities and individuals. Its advisory scope is concentrated on portfolio management for pooled vehicles rather than direct wealth servicing or pension consulting. The firm charges a traditional mix of percentage-of-assets and performance-based fees. It does not identify as an active ESG investor and is not classified as a multi-state or newly formed adviser. Regulatory and business affiliations include roles as a broker-dealer, investment adviser, and sponsor/GP or managing member of pooled investment vehicles.

Assets & Accounts

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

Contacts

3 of 3
  • Jeffrey Lesage

    Jeffrey Lesage

    Founding PartnerCRD 6415520

  • Robert Pitti

    Robert Pitti

    Founding PartnerCRD 1775898

  • Gregory Martin

    Gregory Martin

    Managing Director, Private MarketsCRD 2562895

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
11390 W Olympic Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth