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⚲
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| Lieblong & Associates Inc
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|
|
|---|---|
| CRD # | 42578 |
| SEC # | 801-78968 |
| CIK # | |
| AUM | $197.9 M (2025-12-16) |
| Employees | 4 (25% Investors, 100% Brokers) |
| Phone | 501-219-2003 |
| Address | 10809 Executive Center Drive Little Rock, AR 72211 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Key Colony Fund LP | 2013-12-12 | 105.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 17.3 |
| (b) Individuals (high net worth individuals) | 68 | 61.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 105.1 |
| (g) Pension and profit sharing plans | 0 | 9.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 132 | 197.9 |
| By Discretionary | ||
| Discretionary | 132 | 197.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 132 | 197.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.9 | |
| Total | 132 | 197.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Crystal Rock Capital Management LLC
✚
|
IL | 0.2 |
|
Syntax Research Inc
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|
FL | 0.2 |
|
Regents Partners LLC
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|
0.2 | |
|
Scalar Gauge Management LLC
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|
TX | 0.2 |
|
Hillman Capital Management Inc
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|
MD | 0.2 |
|
Covestor Ltd
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|
0.2 | |
|
Marvin & Palmer Associates
✚
|
DE | 0.2 |
|
Fort Street Asset Management LLC
✚
|
HI | 0.2 |
|
Buckley Capital Advisors LLC
✚
|
FL | 0.2 |
|
Blueheel
✚
|
TX | 0.2 |