Liquid Capital Management LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 299577
- Registered since
- July 27, 2020
- Website
- liquidstock.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Jeffrey Lesage
Founding PartnerCRD 6415520

Robert Pitti
Founding PartnerCRD 1775898

Gregory Martin
Managing Director, Private MarketsCRD 2562895
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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