Liberty Street Advisors, Inc
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Overview
Liberty Street Advisors, Inc is an advisory company that has its headquarters in New York, New York. The firm oversees $1.3 billion in assets across six customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management (AUM). The firm has a small group, including 15 financial advisors. Liberty Street Advisors, Inc does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are tradable financial assets such as stocks, bonds and options.
Liberty Street Advisors, Inc oversees all of the company's client assets in a discretionary manner. Discretionary management is a structure in which buy and sell decisions for the client's account are made by a portfolio manager without needing client approval. The advisory firm's typical account size is $223.7 million. The average advisor at Liberty Street Advisors, Inc oversees fewer than one client account, placing it among the most individualized financial advisor firms in the country.
The company's headquarters is located at 88 Pine Street, New York, New York 10005. The firm is legally registered to serve clients throughout 2 states, including California and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Liberty Street Advisors, Inc by the Numbers
$1.3 billion
19
6
$223.7 million
Fee Structure
Financial management fees usually are based on the financial services offered. Fees billed by Liberty Street Advisors, Inc typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Liberty Street Advisors, Inc.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to investment companies and pooled investment vehicles. Out of its six accounts, Liberty Street Advisors, Inc's largest client is investment companies. Around 17% of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Liberty Street Advisors, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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