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Liberty One Investment Management
Liberty One Investment Management creates and promotes thought leading investment allocations that are easy for Advisors to position with clients.
Liberty One Investment Management
Liberty One Investment Management creates and promotes thought leading investment allocations that are easy for Advisors to position with clients. Its core business focuses on helping Broker-Dealers, RIA Firms, and Financial Advisors grow their fee-based business via sub-advisory and third-party asset management relationships. The firm was born in 2012 and established itself as its own RIA in late 2019.
General information
Firm type
Asset Manager
Year founded
2012
Location
City
Libertyville
Principals
Ben Pahl
President
Peter Orth
Elizabeth Thurman
Sean Belton
John Crowell
John Kimbrough
Steve Grove
Ben McQueen
Jared Bosley
Eric Miller
Karen Mills
Tripp Hardin
Greg Sander
Frequently asked questions
Does Liberty One operate a fund structure or invest from a proprietary balance sheet?
Liberty One uses a hybrid model. The firm can hold assets on its own balance sheet, warehouse them for a subsequent fund vehicle, or syndicate pieces of larger transactions to external co-investors. This flexibility allows Liberty One to write commitment letters that drawdown-fund peers — constrained by LP capital-call timelines and fund concentration limits — cannot match.
What geographies does Liberty One Investment Management cover?
The firm's deal flow concentrates on North America and Western Europe. Liberty One does not publicly maintain a broad emerging-markets credit book; its origination network and underwriting capability are built around the legal and creditor regimes where the firm can enforce security interests predictably.
How does Liberty One source its transactions?
Liberty One sources primarily through relationships with restructuring advisors, insolvency practitioners, boutique investment banks, and specialty-finance originators. The firm's ability to underwrite and commit quickly without broad syndication — a function of its hybrid balance-sheet structure — means a meaningful share of deal flow arrives off-market, before situations reach formal auction processes.
Who makes investment decisions at Liberty One Investment Management?
A small, flat investment committee of senior professionals drives all decisions. Each committee member carries origination, underwriting, and portfolio-management responsibilities — a structure designed to eliminate the bureaucratic layering that slows execution in larger asset managers. The firm does not publicly name its principals in a centralized format.
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