LIBERTIFY USA LLC
Adviser information for LIBERTIFY USA LLC last updated from Form ADV on April 5th, 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 | Wyoming, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 4 |
| 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 | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
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 | 0 | $0 |
| 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 | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based feesSUBSCRIPTION FEE BASED ON VALUE OF CLIENT'S LINKED ACCOUNT |
Identifiers
| SEC RIA File Number | 801-127931 |
|---|---|
| SEC ERA File Number | 801-127931 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 325384 |
| Legal Entity Identifier | None |
Principal Office
1712 PIONEER AVENUESUITE 500
CHEYENNE
WY
United States
Monday - Friday, 8AM - 5PM
Tel: +33622361053, Fax: None
Chief Compliance Officer
STEVE ROSENBLUM
CHIEF EXECUTIVE OFFICER
1712 PIONEER AVENUE
SUITE 500
CHEYENNE
WY
United States
Tel:
+33622361053
S****@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ROSENBLUM, STEVE, JOSEPH | Individual | – | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | 02/2023 | < 5% |
| LIBERTIFY SAS | Foreign Entity | – | SOLE SHAREHOLDER | 02/2023 | > 75% |
| ROSENBLUM, STEVE, JOSEPH | Individual | LIBERTIFY SAS | SHAREHOLDER AND CHIEF EXECUTIVE OFFICER | 01/2020 | > 75% |