Liberty Park Capital Management provides discretionary and non-discretionary investment advisory services across three main categories: private investment funds, private wealth management, and other specialized advisory services. Founded in 2012 and based in Austin, Texas, Liberty Park manages private funds focusing on small- to mid-cap United States equities utilizing long/short and long-biased strategies. For private wealth management clients, Liberty Park offers whole portfolio and asset allocation advisory services, creating diversified portfolios of exchange-traded funds and index funds through separate accounts held at Altruist. The firm tailors its investment approach to each client's specific financial goals, risk tolerance, and liquidity needs based on an individual investment policy statement. Liberty Park also provides research, trade execution data, and consulting services to other financial professionals and institutional managers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Whole portfolio management service charges a 1% annual fee charged monthly. Private investment funds generally charge a 1% to 1.5% annual management fee plus a performance-based fee of up to 20% of net profits.