Asset ManagerRIA · CRD 329965SEC-Registered

Updated:

Liberated Financial

LIBERATED FINANCIAL is an SEC-registered investment adviser with approximately $1 million in regulatory assets under management. The firm has 1 employee and 1...

Liberated Financial

LIBERATED FINANCIAL is an SEC-registered investment adviser with approximately $1 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

Asset Manager

Frequently asked questions

Who runs investment decisions at Liberated Financial?

No principal or investment decision-maker has been publicly identified. The firm does not maintain a website, LinkedIn profile, or regulatory filing that would name a CEO, CIO, or managing partner. Any governance structure is entirely internal.

What investment stages or asset classes does Liberated Financial target?

No investment strategy has been disclosed. The firm does not publish a mandate, sector focus, or stage preference. Without a public-facing deck or Form ADV, allocators cannot determine whether the firm makes direct investments, fund commitments, or holds legacy assets.

Does Liberated Financial raise external capital or accept co-investors?

There is no indication that the firm solicits or accepts outside capital. No fundraises, LP disclosures, or co-investment partnerships have been reported. The entity likely operates as a proprietary investment vehicle.

Where does the underlying wealth come from?

The wealth origin is undisclosed. No founding narrative — such as an entrepreneurial exit or family legacy — has been publicly tied to Liberated Financial, and no named principal provides a through-line to a specific industry liquidity event.

Is Liberated Financial registered with the SEC or another regulatory body?

No active registration appears in public SEC or FINRA records under the name Liberated Financial. The firm may operate under an exemption or register through an affiliated entity that has not been publicly linked.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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