Liberty Atlantic Advisors LLC

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Assets, Funds, Holdings

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Liberty Atlantic Advisors LLC
CRD #327738
SEC #801-132006
CIK #0002101909
AUM 185.8 M (2026-02-09)
Employees 8 (50% Investors, 0% Brokers)
Phone720-655-7510
AddressVia Senese, 34
Florence, Italy
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
190152114763802010201520212027
Sector Form 13F Holdings Value ($M)
Nvidia Corp 0.5
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
1209672482402025202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 76 37.8
(b) Individuals (high net worth individuals) 61 145.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 2.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.3
(n) Other 0 0.0
Total 443 185.8
By Discretionary
Discretionary 438 184.6
Non-Discretionary 5 1.2
Total 443 185.8
By Non-United States Persons
Non-United States Persons 126.0
United States Persons 59.8
Total 443 185.8
EDGAR Form CIK 2011 - 2026
13F-HR [0002101909]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients1 (67 non-US)
ServesInstitutional, Retail
Comparable Firms State AUM
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The Kocen Financial Group Inc
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First Mason Financial LLC
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Delos Wealth Advisors LLC
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