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Data Factory

Liquid Strategies, LLC

Office on the family office graph

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:41038016-ac9f-4d18-87fa-08bc551dc9c8

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 19, 2026, 4:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 30
On other graphs: 1
Observed: n/a to n/a

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

LIQUID STRATEGIES, LLC

Registered adviser · shared crd

People

Person	Title	Role	Seniority	Family member	Current	Evidence
Parimal Patel	Chief Compliance Officer	operations	unknown	n/a	yes	fact

Relationships

Controls (1)

→ LS Overlay Fund LPVehicleRelated known
Feb 27, 2026 to presentfactForm D

Employs (1)

→ Parimal PatelPersonChief Compliance Officer
factForm 13F

Vehicle of (1)

← LS Overlay Fund LPVehicleExecutive Officer
Feb 27, 2026 to presentinferenceForm D

Dated events

30 bookkeeping events (roster, classification and holdings changes) folded below

Show 30 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
Liquid Strategies, LLC found on the SEC adviser roster (client_description)
Occurred
May 1, 2026
Liquid Strategies, LLC reported $465,478,830 across 9 13(f) positions for the quarter ended 2026-03-31
Occurred
Mar 31, 2026
Liquid Strategies, LLC opened a $2,871,037 position in Vanguard Ftse Europe Etf (34,830 shares)
Occurred
Mar 31, 2026
Liquid Strategies, LLC increased Ishares Core U.S. Aggregate Bo 328,839 -> 499,119 shares ($32,844,439 -> $49,547,543)
Occurred
Jan 27, 2026
Liquid Strategies, LLC reported $459,387,830 across 8 13(f) positions for the quarter ended 2025-12-31
Occurred
Oct 24, 2025
Liquid Strategies, LLC reported $485,560,988 across 7 13(f) positions for the quarter ended 2025-09-30
Occurred
Sep 30, 2025
Liquid Strategies, LLC reduced Ishares Tr 484,860 -> 352,546 shares ($48,098,112 -> $35,342,736)
Occurred
Jul 29, 2025
Liquid Strategies, LLC reported $457,514,164 across 7 13(f) positions for the quarter ended 2025-06-30
Occurred
Jun 30, 2025
Liquid Strategies, LLC exited Etfs Gold Tr (was $3,278,232, 109,934 shares)
Occurred
Jun 30, 2025
Liquid Strategies, LLC exited Invesco Actvely Mngd Etc Fd (was $3,267,029, 239,694 shares)
Occurred
Jun 30, 2025
Liquid Strategies, LLC exited Ishares Tr (was $19,651,561, 206,056 shares)
Occurred
Jun 30, 2025
Liquid Strategies, LLC exited Ishares Tr (was $3,284,608, 34,304 shares)
Occurred
Jun 30, 2025
Liquid Strategies, LLC exited Ishares Tr (was $3,274,014, 41,501 shares)
Occurred
Jun 30, 2025
Liquid Strategies, LLC exited Spdr Index Shs Fds (was $3,282,749, 83,382 shares)
Occurred
Jun 30, 2025
Liquid Strategies, LLC exited Vanguard Intl Equity Index F (was $3,285,617, 46,797 shares)
Occurred
Apr 21, 2025
Liquid Strategies, LLC reported $530,822,773 across 14 13(f) positions for the quarter ended 2025-03-31
Occurred
Mar 31, 2025
Liquid Strategies, LLC opened a $3,267,029 position in Invesco Actvely Mngd Etc Fd (239,694 shares)
Occurred
Mar 31, 2025
Liquid Strategies, LLC reduced Ishares Tr 91,824 -> 41,501 shares ($7,221,958 -> $3,274,014)
Occurred
Mar 31, 2025
Liquid Strategies, LLC exited Invesco Qqq Tr (was $7,115,299, 13,918 shares)
Occurred
Mar 31, 2025
Liquid Strategies, LLC exited Spdr Ser Tr (was $7,174,724, 104,072 shares)
Occurred
Mar 31, 2025
Liquid Strategies, LLC exited Spdr Ser Tr (was $11,716,114, 128,143 shares)
Occurred
Mar 31, 2025
Liquid Strategies, LLC exited Spdr Ser Tr (was $3,238,148, 72,087 shares)
Occurred
Mar 31, 2025
Liquid Strategies, LLC increased Ishares Tr 77,817 -> 206,056 shares ($7,194,182 -> $19,651,561)
Occurred
Mar 31, 2025
Liquid Strategies, LLC increased Vanguard Index Fds 494,570 -> 651,676 shares ($266,479,262 -> $334,902,813)
Occurred
Mar 31, 2025
Liquid Strategies, LLC opened a $3,284,608 position in Ishares Tr (34,304 shares)
Occurred
Mar 31, 2025
Liquid Strategies, LLC opened a $3,282,749 position in Spdr Index Shs Fds (83,382 shares)
Occurred
Mar 31, 2025
Liquid Strategies, LLC opened a $3,285,617 position in Vanguard Intl Equity Index F (46,797 shares)
Occurred
Mar 31, 2025
Liquid Strategies, LLC reduced Etfs Gold Tr 289,371 -> 109,934 shares ($7,248,744 -> $3,278,232)
Occurred
Mar 31, 2025
Liquid Strategies, LLC reduced Vanguard Scottsdale Fds 811,781 -> 608,442 shares ($63,327,036 -> $48,030,411)
Occurred
Jan 21, 2025
Liquid Strategies, LLC reported $485,690,641 across 14 13(f) positions for the quarter ended 2024-12-31

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 2 office addresses (Form ADV, Form 13F), 1 website (Form ADV) · as of 2026-09-12

Parimal Patel
Chief Compliance Officer · Revealable: 1 business phone (Form 13F)

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:41038016-ac9f-4d18-87fa-08bc551dc9c8
First observed: n/a
Last observed: n/a : not yet measured
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Liquid Strategies, LLC

Office on the family office graph

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:41038016-ac9f-4d18-87fa-08bc551dc9c8

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 19, 2026, 4:30 AM UTC and rebuilt at most every 15 minutes.

Person

Title

Role

Seniority

Family member

Current

Evidence

Parimal Patel

Chief Compliance Officer

operations

unknown

n/a

yes

fact