| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Liberty Alternative Asset Management, LLC | Other Private | $5.9M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Candace Carole Hamilton | Chief Compliance Officer | Under 5% | 2022 |
| David James Hollander Control | Chairman/Founder | Over 75% | 2018 |
| Heidi Mae Sullivan Control | Controller | Under 5% | 2019 |
Liberty Wealth Management, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
Liberty Wealth Management, LLC manages 1 private funds with combined gross assets of $5.9 million.
Liberty Wealth Management, LLC reports 21 employees.
Liberty Wealth Management, LLC is based in Oakland, CA and has been SEC-registered since 2018.
Liberty Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 411 30th Street, 2nd Floor, Oakland, CA 94609 |
| Phone | 510-903-5489 |
| Fax | 510-658-1886 |
| Office hours | 8a.m. - 5p.m., Pst |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.32B |
| Non-discretionary | $148.6M |
| Total (RAUM) | $1.47B |