{ "crd_number": 314378, "slug": "liberty-strategic-capital-washington-dc-314378", "primary_business_name": "LIBERTY STRATEGIC CAPITAL", "legal_name": "LIBERTY 77 CAPITAL L.P.", "dbas": [], "city": "Washington", "state": "DC", "country": "United States", "cbsa_code": "47900", "metro": { "cbsa_code": "47900", "common_name": "Washington", "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV", "path": "/advisors/dc/washington" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2021-06-30", "years_registered": 5, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 3545378087.0, "raum_discretionary": 3545378087.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 18, "advisory_employees": 11, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 3545378087.0, "count": 3 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "DC" ], "websites": [ "https://libertycapitallp.com", "https://linkedin.com/company/liberty-strategic-capital" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314378", "city_as_filed": "WASHINGTON", "url": "https://advisorcensus.com/firm/liberty-strategic-capital-washington-dc-314378", "display_name": "Liberty Strategic Capital", "summary": "Liberty Strategic Capital is an SEC-registered investment advisory firm in Washington, DC, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Liberty Strategic Capital (CRD 314378): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Liberty Strategic Capital compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Liberty Strategic Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Liberty Strategic Capital located?", "a": "Liberty Strategic Capital's principal office is in Washington, DC, according to its Form ADV." }, { "q": "Is Liberty Strategic Capital registered with the SEC or a state?", "a": "Liberty Strategic Capital is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 314378." }, { "q": "How much does Liberty Strategic Capital manage?", "a": "Liberty Strategic Capital reports $3,545,378,087 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Liberty Strategic Capital's assets and staff changed since 2021?", "a": "In the Form ADV data for Liberty Strategic Capital: Regulatory assets under management: $2,708,290,718 in the October 2022 data and $3,545,378,087 in the October 2026 data, up 31%. Total employees: 11 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Liberty Strategic Capital serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3)." }, { "q": "Does Liberty Strategic Capital report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/314378" }, { "q": "What changed in Liberty Strategic Capital's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 12 to 11. Regulatory assets under management went from $3,148,557,202 to $3,545,378,087 (+13%). Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": null, "total_employees": 11, "filing_date": "2021-05-28" }, { "period": "2022-10-01", "regulatory_assets_under_management": 2708290718.0, "total_employees": 17, "filing_date": "2022-05-17" }, { "period": "2023-10-01", "regulatory_assets_under_management": 3169737687.0, "total_employees": 20, "filing_date": "2023-04-07" }, { "period": "2024-10-01", "regulatory_assets_under_management": 2808083351.0, "total_employees": 20, "filing_date": "2024-03-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 3148557202.0, "total_employees": 19, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 3545378087.0, "total_employees": 18, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 12 to 11.", "Regulatory assets under management went from $3,148,557,202 to $3,545,378,087 (+13%).", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/liberty-strategic-capital-washington-dc-314378.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 3, "fewer_than_5": false, "raum": 3545378087.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314378", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }