Single Family OfficeRIA · CRD 334164SEC-Registered

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Liberty Group (Shah Family Office)

Liberty Group was established in 1980 by Raxit Shah after building a portfolio of hotel properties. The firm remains under family control with Punit Shah...

Liberty Group (Shah Family Office) logo

Liberty Group (Shah Family Office)

Liberty Group was established in 1980 by Raxit Shah after building a portfolio of hotel properties. The firm remains under family control with Punit Shah serving as CEO. Wealth originated in hospitality and continues to shape allocation decisions. The office deploys capital across real estate, private equity and operating businesses. It executes direct co-investments and SPVs rather than broad fund commitments. Confirmed holdings include multiple Hampton Inn, Aloft and Home2 Suites properties in Florida. Activity centers on North America with a concentration in the southeastern United States. The firm maintains a lean internal team and lists no additional offices beyond Tampa. Punit Shah participates in YPO and previously served on the IHG Owners Association Global Board. The Punit Shah Family Foundation handles separate philanthropic activity. No operational changes were recorded in the last 24 months. Liberty Group retains direct ownership of hotel assets and related operating companies. This structure allows the family to control both investment and operational decisions without external fund vehicles.

General information

Firm type

Single Family Office

Year founded

1980

AUM

1500 (Altss estimate)

Location

Region

North America

Country

United States

City

Ponte Vedra Beach

Corporate office

Tampa, FL, United States

Principals

Raxit Shah

Founder and Executive Chairman

Punit Shah

CEO

Carla Shah

Director of the Family Foundation

Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.

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Sector focus

Real EstatePrivate EquityHospitality

Frequently asked questions

Who runs investment decisions at Liberty Group?

Punit Shah serves as CEO and directs investment activity. Raxit Shah remains Executive Chairman. Decisions emphasize direct real estate and hospitality holdings.

How does Liberty Group source proprietary deal flow?

The firm leverages long-standing relationships in the hospitality sector and joint-venture partners such as Santosh Govindaraju of Convergent Capital Partners.

Does Liberty Group participate in fund commitments or only direct deals?

The office executes direct co-investments and SPVs. It does not disclose broad fund commitments.

What investment stages does Liberty Group typically target?

The firm focuses on value-added acquisitions and operating businesses rather than early-stage venture.

Where does the underlying wealth come from?

Wealth originated from Raxit Shah's hotel businesses founded in 1980.

Does Liberty Group maintain philanthropic structures?

The Punit Shah Family Foundation operates separately from the investment office.

What is Liberty Group's known posture on co-investments?

The firm regularly partners with co-investors on real estate and hospitality transactions in Florida.

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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