RIA Intel›Advisers›Massachusetts›LIBERTY SQUARE ASSET MANAGEMENT, LP

LIBERTY SQUARE ASSET MANAGEMENT, LP

Advisory

N·BOSTON, MA

Data as of Mar 26, 2013 · Source: SEC Form ADV

Total AUM

$1.0B

1-Year AUM Growth

+25.2%

3-Year CAGR

+1.8%

Employees

7

Assets Under Management

Total AUM$1.0B

Discretionary AUM$1.0B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees7

Investment Advisers18

Employee Growth (1Y)—

Filing History

Total Filings on Record4

First FilingDec 21, 2005

Latest FilingMar 26, 2013

🔒 Full AUM trend chart and 4 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LIBERTY SQUARE ASSET MANAGEMENT, LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.