Liberty Ridge Capital, Inc. is a large advisory firm based in Berwyn. It manages $226 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2004.
Liberty Ridge Capital provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Liberty Ridge Capital, Inc. is $226 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Liberty Ridge Capital, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas Moynihan Turpin has been acting as President since 1 Nov 2002. Dennis Patrick Chandler joined the executive team most recently as the Director.
The principal office where Liberty Ridge Capital, Inc. performs its advisory services is located at 1205 Westlakes Drive, Berwyn, PA 19312, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 610-647-4100 or by fax 610-722-5846. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at www.oldmutualus.com.