LIQUIDLY IAS, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 299963
- Registered since
- January 2, 2020
- Website
- www.liquidly.com
Firm profile
FINTRXOverview
Liquidly Ias, LLC is a limited liability company that registered with the SEC in 2020. Ownership is recorded as a mix of a domestic entity and an individual. The firm's internal classification in the dataset is listed as unclassified, and available records do not attach a defined investment-style label or a clear client segmentation. Operationally, Liquidly Ias appears not to act as a capital allocator and is not flagged as an active ESG investor. It is not designated as a multi-state adviser, not identified as a pension consultant, and is not marked as a related adviser. The dataset provides limited detail about its fee model, advisory activities, or specific investment focus.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1ANUSHA HARID-PAOLETTI
Chief Executive OfficerCRD 4981273
Contacts
1 of 1Helene Postrel
FinOpCRD 2240945
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 40 E 83rd St
- Time zone
- ET (UTC-5)
- Office locations
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