DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Former SEC-registered adviser

L•••••• P••• C•••••• M••••••••• L••

Former SEC-registered adviserAustin, TexasCRD 160315SEC 801-123617IAPD
Latest filing Mar 31, 2023
First filing on the tape Mar 4, 2022 · 5 filings
RAUM
$35.0M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
3.4%
$1.2M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$17.5M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
$31.8M gross assets
History
5 filings and snapshots on the tape
RAUM$35.0M as of Mar 31, 2023
Mar 4, 2022$123M then
HNW client RAUM$1.2M as of Mar 31, 2023
Mar 4, 2022$1.3M then
State-registered IARs (5.B.3)2 as of Mar 31, 2023
Mar 4, 20222 then
Employees (5.A)3 as of Mar 31, 2023
Mar 4, 20222 then
Private funds2 as of Mar 31, 2023
Mar 4, 20222 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 31, 2023; every figure names its basis
RAUM per advisor
$17.5MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
$588,069derivedHNW RAUM over HNW clients
Average account
$7.0MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.5derivedItem 5.A over advisors
Advisors per office
2.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed fees, performance-basedreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Custody
$1.2M, 2 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$33.8M97%
  • High-net-worth individuals$1.2M3.4%
Individual clients
n/areported
HNW clients
2reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
5reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
$1.2M for 2 clientsreported
Compensation
% of AUM, fixed, performancereported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
2 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
C•••••• P•••••• M•••••Chartered Financial AnalystAustin, TxFeb 27, 201214 y1
K••• A•••••••• P••••Austin, TxJan 25, 201720 y0
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      2 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      L•••••• P••• F•••• L•Hedge Fund$23.7M28Mar 4, 2022
      L•••••• P••• S••••• O••••••••• F•••• L•Hedge Fund$8.1M22Mar 4, 2022
      Owners and control persons
      Schedule A and B, latest filing
      • M•••••• C••••••• P•••••• · Managing Member And Chief Compliance Officercontrol
        since 02/2011 · owns 75% or more
      • P••••• K•••• A•••••••• · Director Of Researchcontrol
        since 01/2020 · owns less than 5%
      Related persons
      Schedule D 7.A
      • L•••••• P••• P•••••••• L•
        pooled vehicle sponsorn
      Office movement
      IAPD branch city; joins and departures in 12 months
      OfficeAdvisorsJoinedLeftTeams outForming
      Austin, Tx · principal200
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 8 to 5
        Mar 23, 2022 to Mar 31, 2023
      • Advisory activities · 5 to 4
        Mar 23, 2022 to Mar 31, 2023
      • HNW clients · unset to 2.0
        Mar 23, 2022 to Mar 31, 2023
      • Pooled vehicle clients · 4 to 3
        Mar 23, 2022 to Mar 31, 2023
      • Assets in custody · $45.1M to $1.2M
        Mar 23, 2022 to Mar 31, 2023
      • Employees · 2 to 3
        Mar 23, 2022 to Mar 31, 2023
      • Discretionary RAUM · $123M to $35.0M
        Mar 23, 2022 to Mar 31, 2023
      • HNW RAUM · $1.3M to $1.2M
        Mar 23, 2022 to Mar 31, 2023
      • Pooled vehicle RAUM · $113M to $33.8M
        Mar 23, 2022 to Mar 31, 2023
      • RAUM · $123M to $35.0M
        Mar 23, 2022 to Mar 31, 2023
      Signals
      1 dated events
      • L•••••• P••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)
        Mar 4, 2022 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/liberty-park-capital-managementreportedpublic record, Form ADV, Sep 19, 2026
      Website
      investingchorus.comreportedpublic record, Form ADV, Sep 19, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      $17.5Mderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026