LIBERTY STRATEGIC CAPITAL
LIBERTY 77 CAPITAL L.P. Legal Name
Adviser information for LIBERTY STRATEGIC CAPITAL last updated from Form ADV on March 29th, 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 | 20 |
|---|---|
| Investment Advisory/Research | 13 |
| 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 | 3 | $2.8B |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $2.8B |
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 | 3 | $2.8B |
| 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 | 100 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
2099 PENNSYLVANIA AVENUE NWWASHINGTON
DC
United States
Monday - Friday, 9AM-5PM
Tel: 202-984-7070, Fax: None
Websites
Chief Compliance Officer
JESSE M. BURWELL
CHIEF FINANCIAL OFFICER
2099 PENNSYLVANIA AVENUE NW
SUITE 601
WASHINGTON
DC
United States
Tel:
202-984-7059
J****@*******************M
(Full email address available in API data)
Regulatory Contact
WILLIAM BARRATT
DIRECTOR OF COMPLIANCE
2099 PENNSYLVANIA AVENUE NW
SUITE 601
WASHINGTON
DC
United States
Tel:
202-984-7058
W******@*******************M
(Full email address available in API data)
Industry Affiliates
| LIBERTY 77 CAPITAL GENPAR L.P. | Sponsor, GP, manager of pooled investment vehicles |
| LIBERTY STRATEGIC CAPITAL (ISRAEL) LTD. | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| LIBERTY 77 FUND INTERNATIONAL L.P. | Private Equity Fund | $2,136.8M | $25.0M | 15 |
| LIBERTY 77 FUND L.P. | Private Equity Fund | $586.2M | $25.0M | 34 |
| LIBERTY ZIM CO-INVEST L.P. | Private Equity Fund | $85.1M | $0.0M | 8 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MNUCHIN, STEVEN, TERNER | Individual | – | MANAGING PARTNER | 02/2021 | < 5% |
| BURWELL, JESSE, MAURICE | Individual | – | CHIEF FINANCIAL OFFICER/ CHIEF COMPLIANCE OFFICER | 05/2021 | < 5% |
| STM PARTNERS LLC | Domestic Entity | – | LIMITED PARTNER | 02/2021 | > 75% |
| LIBERTY 77 CAPITAL PARTNERS L.P. | Domestic Entity | – | GENERAL PARTNER | 02/2021 | < 5% |
| LIBERTY CAPITAL L.L.C. | Domestic Entity | LIBERTY 77 CAPITAL PARTNERS L.P. | GENERAL PARTNER | 02/2021 | |
| STM PARTNERS LLC | Domestic Entity | LIBERTY 77 CAPITAL PARTNERS L.P. | LIMITED PARTNER | 02/2021 | > 75% |
| STM PARTNERS LLC | Domestic Entity | LIBERTY CAPITAL L.L.C. | MANAGER & MEMBER | 01/2021 | > 75% |
| STEVEN T. MNUCHIN DYNASTY TRUST | Domestic Entity | STM PARTNERS LLC | MEMBER | 08/2003 | 25-50% |
| DOWLING, CHARLES, TAPPAN | Individual | STEVEN T. MNUCHIN DYNASTY TRUST | TRUSTEE | 09/2013 | |
| STEVEN T. MNUCHIN REVOCABLE TRUST | Domestic Entity | STM PARTNERS LLC | MANAGING MEMBER | 04/2016 | 50-75% |
| MNUCHIN, ALAN, GEOFFREY | Individual | STEVEN MNUCHIN 2007 FAMILY TRUST | TRUSTEE | 08/2013 | |
| STEVEN MNUCHIN 2007 FAMILY TRUST | Domestic Entity | STM PARTNERS LLC | MEMBER | 12/2007 | 25-50% |
| MNUCHIN, STEVEN, TERNER | Individual | STEVEN T. MNUCHIN REVOCABLE TRUST | TRUSTEE | 03/2021 | |
| CALLANAN, BRIAN, RICHARD | Individual | – | GENERAL COUNSEL / SENIOR MANAGING DIRECTOR | 03/2021 | < 5% |
| STEVEN T. MNUCHIN REVOCABLE TRUST | Domestic Entity | – | LIMITED PARTNER | 08/2022 | 10-25% |
| STEVEN T. MNUCHIN FAMILY LLC | Domestic Entity | – | LIMITED PARTNER | 08/2022 | 5-10% |
| MNUCHIN, STEVEN, TERNER | Individual | STEVEN T. MNUCHIN FAMILY LLC | MANAGING MEMBER | 07/2021 |