SourcingSourcing

LIBERTY HALL CAPITAL PARTNERS, L.P.

C37
CRD 173159·SEC 801-106786·CHARLESTON, SC
AUM
$1.14B
$1B+
Est. Revenue
$11.4M
@ 1% on AUM
Est. EBITDA
$3.4M
@ 30% margin
Est. Deal Value
$27.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LIBERTY HALL CAPITAL PARTNERS, L.P.
CRD
173159
SEC file #
801-106786
EIN
000000000
DBA names
—

Economics

AUM
$1.14B
AUM band
$1B+
AUM trajectory
'20'26
$825.4M → $1.14B▲ +38%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
10
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
9 advisors → 8 advisors▼ -11%
Primary office
CHARLESTON SC
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TAYLOR, ROWAN, GREGORY PAXTON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
TAYLOR, ROWAN, GREGORY PAXTON
LIBERTY HALL CAPITAL PARTNERS GP,
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:libertyhall.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001668943
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2016-03-11
Edgar Last Filing Date
2019-02-06
Edgar Form D Count
5
Edgar Form D Offerings
2019-02-062019-02-06 · 0000902664-19-000602
2018-04-192018-04-19 · 0000902664-18-001984

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan8
E*trade4
Edgar Addresses
Mailing
C/O MAPLES CORPORATE SERVICES LIMITEDUGLAND HOUSE, PO BOX 309GRAND CAYMAN, E9, KY1-1104
Business
C/O MAPLES CORPORATE SERVICES LIMITEDUGLAND HOUSE, PO BOX 309GRAND CAYMAN, E9, KY1-1104
Edgar EIN
000000000
Edgar Recent Filings
D/A2019-02-06 · 0000902664-19-000602
D/A2018-04-19 · 0000902664-18-001984
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6403092
Trust Company Affiliate
No

People (2)

2
TAYLOR, ROWAN, GREGORY PAXTON
Direct Owner · 87.5%
6403092
SCOTT, KENT, THOMAS
Executive Officer · 2.5%
6928533