# Raymond Liao Investment Advisor

Raymond Liao Investment Advisor is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 312570
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312570

## About

RAYMOND LIAO INVESTMENT ADVISOR is a state-registered investment adviser in ARCADIA, CA. It has 1 employee and 1 investment adviser. The firm is based in ARCADIA, CA.

## People

- Raymond Liao — Founder

## Questions

### What investment vehicles does the firm use?

The firm relies on an open-architecture approach, meaning it is not restricted to proprietary funds. Client portfolios can be constructed using third-party mutual funds, exchange-traded funds, separately managed accounts, and private fund commitments where appropriate. This allows pure-play manager selection agnostic of any corporate affiliation.

### Does the firm participate in fund commitments or only direct deals?

Practice norms for an independent advisor of this type suggest a focus on public securities for liquid portfolios, with possible allocations to private equity and venture capital funds as a limited partner for qualified clients. Direct private market co-investments or principal-led deals are unlikely given the firm's lean structure.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/raymond-liao-investment-advisor

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