| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Teton Private Income Fund, LP | Other Private | $13.5M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Clement Stewart Control | Member | 5-10% | 2013 |
| Clayton Shawn Gibson Control | Member, Cio | 10-25% | 2013 |
| East Asset Management | Member | 10-25% | 2021 |
Liquid Strategies, LLC reports $950.4 million in regulatory assets under management on its Form ADV.
Liquid Strategies, LLC manages 1 private funds with combined gross assets of $13.5 million.
Liquid Strategies, LLC reports 11 employees.
Liquid Strategies, LLC is based in Atlanta, GA and has been SEC-registered since 2014.
Liquid Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3550 Lenox Road NE, Suite 2550, Atlanta, GA 30326 |
| Phone | 800-970-2725 |
| Fax | 770-350-8701 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $950.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $950.4M |