Liberty Hall Capital Partners, L.P. (Charleston)

Name: Liberty Hall Capital Partners, L.P.
Address: 200 Meeting Street, Charleston, SC, 29401
Telephone: (646) 779-0442

Liberty Hall Capital Partners, L.P. is a large advisory firm based in Charleston. It manages $825.35 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of New York, South Carolina, and Texas.

Liberty Hall Capital Partners provides 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.

Liberty Hall Capital Partners: assets under management

The assets under management (AUM) of Liberty Hall Capital Partners, L.P. is $825.35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 143% since the beginning of its operation, and $261.53 million of the total AUM is attributable to clients outside of the United States.

The firm manages $825.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $137.56 million each.

Liberty Hall Capital Partners has custody of $759.42 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Liberty Hall Capital Partners, L.P. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Liberty Hall Capital Partners serves?

The only and largest group of clients of Liberty Hall Capital Partners is pooled investment vehicles with 6 clients and $825.35 million of assets under management. Among the 11 most similar advisory firms, Liberty Hall Capital Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $825.35 million for 6 clients. 50% of the firm’s clients are foreign persons or businesses.

Liberty Hall Capital Partners also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Liberty Hall Capital Partners, L.P.

The company employs 13 people that are either part- or full-time employees. 69 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Rowan Gregory Paxton Taylor	Limited partner of liberty hall capital partners, l.p.	1 Jun 2012	75% - 100%	6403092
Llc Liberty Hall Capital Partners Gp	General partner of liberty hall capital partners, l.p.	1 Jun 2012	Other	80-024733
Stuart Irwin Oran	Chief compliance officer	1 Sep 2014	Other	6397020
Kent Thomas Scott	Chief financial officer	1 Nov 2017	Other	6928533

Based in Charleston

The principal office where Liberty Hall Capital Partners, L.P. performs its advisory services is located at 200 Meeting Street, Charleston, SC 29401, which is also the mailing address of the firm. An additional office of the firm is in Houston, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (646) 779-0442 or by fax (646) 291-2632. The normal business hours are 9:00 am - 6:00 pm (est) on Monday - Friday. You can find more information about the New York firm at libertyhallcapital.com.