Libertyview Capital Management, LLC (Hoboken)

Name: Libertyview Capital Management, LLC
Address: 36 42 Newark St., Hoboken, NJ, 07030
Telephone: 201 - 533 - 2210

Libertyview Capital Management, LLC is a large advisory firm based in Hoboken. It manages $147.63 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of New Jersey.

Libertyview Capital Management 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.

Libertyview Capital Management: assets under management

The assets under management (AUM) of Libertyview Capital Management, LLC is $147.63 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -92% since the beginning of its operation, and $53.15 million of the total AUM is attributable to clients outside of the United States.

The firm manages $147.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.2 million each.

Libertyview Capital Management has custody of $147.63 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Libertyview Capital Management, LLC 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.

What kind of clients Libertyview Capital Management serves?

The only and largest group of clients of Libertyview Capital Management is pooled investment vehicles with 18 clients and $147.63 million of assets under management. Among the 9 most similar advisory firms, Libertyview Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $147.63 million for 18 clients. 36% of the firm’s clients are foreign persons or businesses.

Libertyview Capital Management also advises several private funds. Namely, five hedge funds. The minimum investment commitment required of non-related persons ranges from $500,000 to $1,000,000.

Careers at Libertyview Capital Management, LLC

The company employs 6 people that are either part- or full-time employees. 33 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
Randall James Hutton	Managing partner	1 Mar 2009	25% - 50%	2891317
Richard Alan Meckler	President and chief compliance officer	1 Mar 2009	50% - 75%	1856142

Based in Hoboken

The principal office where Libertyview Capital Management, LLC performs its advisory services is located at 36 42 Newark St., Hoboken, NJ 07030, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 201 - 533 - 2210 or by fax 201 - 533 - 2211. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at libertyviewcapital.org.