LIBERTIFY SAS
Adviser information for LIBERTIFY SAS last updated from Form ADV on July 25th, 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 | France |
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 | Performance-based feesSUBSCRIPTION FEE BASED ON VALUE OF CLIENT'S LINKED ACCOUNT |
Identifiers
| SEC RIA File Number | 801-128632 |
|---|---|
| SEC ERA File Number | 801-128632 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 327697 |
| Legal Entity Identifier | None |
Principal Office
118 RUE LAURISTONPARIS
France
Monday - Friday, 9:00AM - 5:00 PM
Tel: +33622361053, Fax: None
Chief Compliance Officer
STEVE ROSENBLUM
CHIEF EXECUTIVE OFFICER
118 RUE LAURISTON
PARIS
France
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 |
|---|---|---|---|---|---|
| LCM VENTURE FUND LP | Domestic Entity | – | SHAREHOLDER | 07/2022 | 5-10% |
| ROSENBLUM, STEVE, JOSEPH | Individual | – | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTICE OFFICER | 07/2022 | 50-75% |
| POWERWEB SARL | Foreign Entity | – | SHAREHOLDER | 07/2022 | 10-25% |
| SR VENTURES SAS | Foreign Entity | – | SHAREHOLDER | 07/2022 | 5-10% |
| ROSENBLUM, STEVE, JOSEPH | Individual | POWERWEB SARL | OWNER | 12/2012 | 50-75% |
| ROSENBLUM, STEVE, JOSEPH | Individual | SR VENTURES SAS | PRESIDENT | 05/2022 | |
| Souques, Sebastien | Individual | – | CHIEF TECHNOLOGY OFFICER | 07/2022 | < 5% |
| Lang, Florian | Individual | – | CHIEF MARKETING OFFICER | 07/2022 | < 5% |
| Rosenblum, Jean-Emile | Individual | POWERWEB SARL | OWNER | 12/2012 | 50-75% |
| Sasson, Ruben | Individual | SR VENTURES SAS | CHIEF EXECUTIVE OFFICER | 05/2022 | > 75% |
| LCM VENTURES GP LLC | Domestic Entity | LCM VENTURE FUND LP | GENERAL PARTNER | 03/2022 | |
| SMITH, BENJAMIN, ALEXANDER | Individual | LCM VENTURES GP LLC | MANAGING MEMBER | 03/2022 | 50-75% |
| MADURAPERUMA, JANAKA, SHEEHAN | Individual | LCM VENTURES GP LLC | MANAGING MEMBER | 03/2022 | 50-75% |