# Liquid Strategy LLC — Form D

Liquid Strategy LLC of BOSTON, MA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2016-03-01. $21.5M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2016-03-01
- Form: D
- Accession: 0001546927-16-000428
- Industry: Pooled Investment Fund
- Exemptions: 06b
- Amount sold: $21.5M
- Minimum investment: $250K
- Investors: 5
- Date of first sale: 2015-02-01
- Security types: fund interests
- SEC file number: 021-258309

## Issuer

- Name: Liquid Strategy LLC
- CIK: 0001651818
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2014
- Address: 75 STATE STREET, BOSTON, MA, 02109
- Phone: 617-933-4500

## Officers, directors & promoters (14)

| Name | Role | Location |
| --- | --- | --- |
| Mary S Naphtal | Director | Boston, MA |
| Warren S Naphtal | Director | Boston, MA |
| Warren S Naphtal | Executive Officer | Boston, MA |
| Warren S Naphtal | Promoter | Boston, MA |
| Warren - Naphtal | Executive Officer | Boston, MA |
| Warren - Naphtal | Promoter | Boston, MA |
| - - P/E Global LLC | Director | Boston, MA |
| - - P/E Global LLC | Promoter | Boston, MA |
| - - P/E Global LLC | Related Person | Boston, MA |
| Warren Naphtal | Related Person | Boston, MA |
| Mary S Naphtal | Executive Officer | Boston, MA |
| Mary S Naphtal | Promoter | Boston, MA |
| Mary S. Naphtal | Executive Officer | BOSTON, MA |
| Mary S. Naphtal | Related Person | BOSTON, MA |

## Other filings by this issuer (10)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-03-02](https://search.stillhousedata.com/formd/0001651818-26-000001) | D/A | — | $156.0M |
| [2025-02-28](https://search.stillhousedata.com/formd/0001651818-25-000001) | D/A | — | $135.5M |
| [2024-02-28](https://search.stillhousedata.com/formd/0001651818-24-000001) | D/A | — | $128.6M |
| [2023-02-28](https://search.stillhousedata.com/formd/0001651818-23-000001) | D/A | — | $115.6M |
| [2022-02-28](https://search.stillhousedata.com/formd/0001651819-22-000002) | D/A | — | $34.8M |
| [2021-03-01](https://search.stillhousedata.com/formd/0001651818-21-000001) | D/A | — | $34.7M |
| [2020-02-28](https://search.stillhousedata.com/formd/0001512008-20-000007) | D/A | — | $31.6M |
| [2019-03-01](https://search.stillhousedata.com/formd/0001651818-19-000001) | D/A | — | $26.6M |
| [2018-03-01](https://search.stillhousedata.com/formd/0001651818-18-000001) | D/A | — | $25.9M |
| [2017-03-01](https://search.stillhousedata.com/formd/0001651818-17-000003) | D/A | — | $22.8M |

## More

- [CIK 1651818 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1651818&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001546927-16-000428.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.