LIBERTY HALL CAPITAL PARTNERS, L.P.
Adviser information for LIBERTY HALL CAPITAL PARTNERS, L.P. last updated from Form ADV on March 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 6 | $914.9M |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $914.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 6 | $914.9M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 50 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-106786 |
|---|---|
| SEC ERA File Number | 801-106786 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 173159 |
| Legal Entity Identifier | None |
Principal Office
200 MEETING STREET2ND FLOOR
CHARLESTON
SC
United States
Monday - Friday, 9:00 AM - 6:00 PM (EST)
Tel: (646) 779-0442, Fax: (646) 291-2632
Chief Compliance Officer
KENT SCOTT
CHIEF FINANCIAL OFFICER
200 MEETING STREET
2ND FLOOR
CHARLESTON
SC
United States
Tel:
(646) 779-0440
Fax:
(646) 291-2632
K*****@*********************M
(Full email address available in API data)
Regulatory Contact
ROWAN G.P. TAYLOR
MANAGING PARTNER
200 MEETING STREET
2ND FLOOR
CHARLESTON
SC
United States
Tel:
(646) 291-2602
Fax:
(646) 291-2632
R******@*********************M
(Full email address available in API data)
Industry Affiliates
| LIBERTY HALL CAPITAL INVESTMENT PARTNERS II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| LIBERTY HALL CAPITAL INVESTMENT PARTNERS III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| LIBERTY HALL CAPITAL INVESTMENT PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| LIBERTY HALL CAPITAL PARTNERS FUND I G.P., LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| LIBERTY HALL CAPITAL NL PARTNERS, L.P. | Private Equity Fund | $75.2M | $0.0M | 6 |
| LIBERTY HALL CAPITAL PARTNERS FUND I, L.P. | Private Equity Fund | $227.2M | $5.0M | 26 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TAYLOR, ROWAN, GREGORY PAXTON | Individual | – | LIMITED PARTNER OF LIBERTY HALL CAPITAL PARTNERS, L.P. | 06/2012 | > 75% |
| LIBERTY HALL CAPITAL PARTNERS GP, LLC | Domestic Entity | – | GENERAL PARTNER OF LIBERTY HALL CAPITAL PARTNERS, L.P. | 06/2012 | < 5% |
| TAYLOR, ROWAN, GREGORY PAXTON | Individual | LIBERTY HALL CAPITAL PARTNERS GP, LLC | MANAGING MEMBER OF LIBERTY HALL CAPITAL PARTNERS GP, LLC | 06/2012 | > 75% |
| SCOTT, KENT, THOMAS | Individual | – | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | 11/2018 | < 5% |