LIQUID STRATEGIES, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 170107
- Registered since
- February 24, 2014
- Website
- www.overlayshares.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies73.91%
- Other Investment Advisers13.97%
- Other7.06%
- Pooled Investment Vehicles5.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Liquid Strategies, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2014. The firm reports an institutional client base and charges fees as a percentage of assets under management. Its advisory activities include portfolio management for individuals and small businesses as well as for investment companies. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and lists its industry affiliation as an investment adviser entity.
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
Asset composition
- Cash & Cash Equivalents98%
- Derivatives1%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1PARIMAL PATEL
Chief Compliance OfficerCRD 4484885
Contacts
3 of 5JUSTIN BOLLER
Portfolio ManagerCRD 4072599
CLAYTON GIBSON
Founding Partner and Portfolio ManagerCRD 2629166
ADAM STEWART
Founding Partner & Portfolio ManagerCRD 2925451
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$466M in ETFs
100%
$465M
<1%
$932K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $268M | 448,433 | 57.52% |
Location
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3550 Lenox Rd NE
- Time zone
- ET (UTC-5)
- Office locations
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