LIQUID STRATEGIES, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 170107). Regulatory assets under management: $1.4B.
Compensation: % of AUM.
Clients served: High net worth, Other.
| Name | Role | Location |
|---|---|---|
| Clayton Shawn Gibson | MEMBER, CIO | Blue Bell, PA |
| Terrence M Pegula | MEMBER | — |
| Kim S Pegula | MEMBER | — |
| George Bradley Ball | MANAGING MEMBER/CEO | — |
| Justin Caldwell Boller | MEMBER | — |
| Adam Clement Stewart | MEMBER | — |
| Peter Francis Welch | CFO; CONTROLLER | — |
| Parimal H Patel | CCO; CHIEF COMPLIANCE OFFICER | — |
| BALL GEORGE BRADLEY | MANAGEMENT COMMITTEE; MANAGING MEMBER; MANAGING MEMBER, CEO (+1 more) | — |
| GARFINKEL MARK DANIEL | MANAGEMENT COMMITTEE | — |
| STEWART ADAM CLEMENT | MEMBER | — |
| PAOLELLA CHRISTOPHER JOSEPH | MANAGEMENT COMMITTEE; MEMBER | — |
| BEHRE JAMES NICHOLSON | MANAGEMENT COMMITTEE | — |
| GIBSON CLAYTON SHAWN | MEMBER, CIO | — |
| PEGULA TERRENCE M | MEMBER | — |
| PEGULA KIM S | MEMBER | — |
| BENSON THERESA NEITZEL | MEMBER, COO | — |
| GIBSON SHAWN C | MEMBER, CIO | — |
| NEWBERG LAURA BETH | CCO | — |
| WELCH PETER FRANCIS | CCO AND CONTROLLER; CONTROLLER; CONTROLLER AND CCO | — |
| BOLLER JUSTIN CALDWELL | MEMBER | — |
| PATEL PARIMAL H | CHIEF COMPLIANCE OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| LS OVERLAY FUND LP | Hedge Fund | Delaware | 4 | $73.2M | $25.0M |
| HARVESTER FUND LP | Hedge Fund | Delaware | 1 | $100K | $1.0M |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 770-350-8714 |
| — | — | 1 | 800-970-2725 |
| — | — | 1 | 770-350-8714 |
| — | — | 1 | 800-970-2725 |