LIBERTY PARK CAPITAL MANAGEMENT, LLC
Adviser information for LIBERTY PARK CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 31st, 2023. 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| 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 | 5 | $35.0M |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $35.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | <5 | $1.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $33.8M |
| 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 | 5 |
| No. of Non-U.S. Clients | 9 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-123617 |
|---|---|
| SEC ERA File Number | 801-123617 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 160315 |
| Legal Entity Identifier | None |
Principal Office
3103 BEE CAVES ROADSUITE 100
AUSTIN
TX
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 512.391.1551, Fax: None
Chief Compliance Officer
CHARLES P. MURPHY, JR.
MANAGING MEMBER
3103 BEE CAVES ROAD
AUSTIN
TX
United States
Tel:
512.391.1551
C******@*********************M
(Full email address available in API data)
Industry Affiliates
| LIBERTY PARK PARTNERS, LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| LIBERTY PARK FUND, LP | Hedge Fund | $23.7M | $0.3M | 28 |
| LIBERTY PARK SELECT OPPORTUNITIES FUND, LP | Hedge Fund | $8.1M | $0.3M | 22 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MURPHY, CHARLES, PATRICK | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 02/2011 | > 75% |
| Probe, Kurt, Alexander | Individual | – | DIRECTOR OF RESEARCH | 01/2020 | < 5% |