Liberty Capital Partners (Venture Capital)

VC · Providence (United States)

VC

Series A

Cloud/SaaS

Climate

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About

Founded in 1994, Liberty is a boutique merchant banking firm providing wealth management services, private equity opportunities, and corporate advisory services to our principals and clients.Liberty has been built on a culture of integrity, respect, hard work, and openness. Liberty’s principals choose to engage in business relationships with associates and clients who share these values and accordingly enjoy many longstanding relationships built on mutual trust.Liberty’s affiliates Portfolio Solutions and Liberty Wealth Advisors, each serve a national clientele and manage over $1.8 Billion on behalf of our clients.Liberty is actively seeking to acquire private wealth management firms, typically registered investment advisors. Liberty is growing its business nationally through a combination of organic growth, increasing asset values, the recruitment of experienced investment professionals and the acquisition of strategically aligned private wealth management businesses.Liberty’s client accounts are typically in the $1 million to $50 million range. Liberty offers asset allocation oversight as well as specific strategy implementation. While Liberty has the ability to manage and select individual securities for certain clients, Liberty’s advisors primarily specialize in utilizing index funds and exchange traded funds in each investment segment, managing portfolio risk, providing portfolio diversification and helping clients achieve their own specific investment goals while keeping investment costs and fund expenses low and minimizing taxes. Liberty offers clients sophisticated investment advice and highly personalized and customized service for low fees.Liberty’s offerings in Private Wealth Management include:Top down asset allocation based on client objectivesAccess to the best funds and managers in every asset class, including Equity, Fixed Income, International, Long/Short, and various Alternative Asset classesSelection of managers in each asset class and continuous active review and oversightSeparate Account Management for Full TransparencyIndependent Custodial Services via Pershing, Schwab, TD Ameritrade, or the firm of your choiceSecure Internet access to your accounts and performance information

Investment Criteria