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Liberty Wealth Managers
Liberty Wealth Managers is an SEC-registered investment adviser in New York, NY, registered since 2022. The firm manages approximately $60 million in assets.
Overview
Liberty Wealth Managers is an SEC-registered investment adviser in New York, NY, registered since 2022. The firm manages approximately $60 million in assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Liberty Wealth Managers?
No named principals or investment decision-makers have been publicly identified for Liberty Wealth Managers. The firm does not disclose its leadership team on any known public channels, which is typical for family offices that prioritize privacy.
What investment stages does Liberty Wealth Managers target?
The firm's target investment stages have not been publicly outlined. Multi-family offices often invest across the capital stack, including public equities, fixed income, real estate, and private markets such as venture capital or private equity. Without disclosure, specific stage preferences remain unknown.
Does Liberty Wealth Managers participate in fund commitments or only direct deals?
No information is available regarding whether Liberty Wealth Managers makes fund commitments or pursues direct investments. Family offices often engage in both channels, but the firm has not publicly detailed its investment approach. The absence of public filings or media coverage precludes a definitive answer.
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