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.
SEC-registered adviser
Liberty Hall Capital Partners, L.P.
Latest filing Apr 29, 2026
First filing on the tape Oct 7, 2015 · 17 filings
SEC status approved since Oct 21, 2015
RAUM
$1.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
10
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$1.1B as of Apr 29, 2026
Jan 28, 2016$340M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 29, 2026
Jan 28, 20160 then
Employees (5.A)10 as of Apr 29, 2026
Jan 28, 20165 then
Private funds4 as of Apr 29, 2026
Mar 29, 20171 then
RAUM +16% over the last fiscal year+8.9% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 29, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $190MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween 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
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.1B, 7 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)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.1B for 7 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Liberty Hall Capital Partners Fund I, L.P. | Private Equity Fund | $227M | 26 | Mar 16, 2016 |
| Liberty Hall Capital Nl Partners, L.P. | Private Equity Fund | $75.2M | 6 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- Thomas Kent Scott · Chief Financial Officer/Chief Compliance Officercontrolsince 11/2018 · owns less than 5%
- Gregory Paxton Rowan Taylor · Limited Partner Of Liberty Hall Capital Partners, L.P.controlsince 06/2012 · owns 75% or more
- Gregory Paxton Rowan Taylor · Managing Member Of Liberty Hall Capital Partners Gp, LLCcontrolsince 06/2012 · owns 75% or more of Liberty Hall Capital Partners Gp, LLC
Entity owners
- Liberty Hall Capital Partners Gp, LLC · General Partner Of Liberty Hall Capital Partners, L.P.direct · owns less than 5%
Related persons
Schedule D 7.A
- Liberty Hall Capital Investment Partners II, LLCpooled vehicle sponsorn
- Liberty Hall Capital Investment Partners III, LLCpooled vehicle sponsorn
- Liberty Hall Capital Investment Partners, LLCpooled vehicle sponsorn
- Liberty Hall Capital Partners Fund I G.P., LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Pooled vehicle clients · 6 to 7Jun 5, 2025 to Mar 27, 2026
- Assets in custody · $910M to $1.1BJun 5, 2025 to Mar 27, 2026
- Employees · 11 to 10Jun 5, 2025 to Mar 27, 2026
- Private funds · 3 to 4Jun 5, 2025 to Mar 27, 2026
- Discretionary RAUM · $984M to $1.1BJun 5, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $984M to $1.1BJun 5, 2025 to Mar 27, 2026
- RAUM · $984M to $1.1BJun 5, 2025 to Mar 27, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jun 5, 2025
- Advisory employees · 9 to 8Mar 30, 2024 to Mar 31, 2025
- Assets in custody · $905M to $910MMar 30, 2024 to Mar 31, 2025
- Private funds · 2 to 3Mar 30, 2024 to Mar 31, 2025
- Discretionary RAUM · $915M to $984MMar 30, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $915M to $984MMar 30, 2024 to Mar 31, 2025
- RAUM · $915M to $984MMar 30, 2024 to Mar 31, 2025
- Assets in custody · $877M to $905MMar 31, 2023 to Mar 30, 2024
- Discretionary RAUM · $884M to $915MMar 31, 2023 to Mar 30, 2024
- Pooled vehicle RAUM · $884M to $915MMar 31, 2023 to Mar 30, 2024
- RAUM · $884M to $915MMar 31, 2023 to Mar 30, 2024
- Accounts · 5 to 6Mar 30, 2022 to Mar 31, 2023
- Advisory employees · 13 to 9Mar 30, 2022 to Mar 31, 2023
- Pooled vehicle clients · 5 to 6Mar 30, 2022 to Mar 31, 2023
- Assets in custody · $612M to $877MMar 30, 2022 to Mar 31, 2023
- Employees · 13 to 11Mar 30, 2022 to Mar 31, 2023
- Private funds · 1 to 2Mar 30, 2022 to Mar 31, 2023
- Discretionary RAUM · $631M to $884MMar 30, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $631M to $884MMar 30, 2022 to Mar 31, 2023
- RAUM · $631M to $884MMar 30, 2022 to Mar 31, 2023
- Accounts · 7 to 5Mar 30, 2021 to Mar 30, 2022
- Advisory employees · 12 to 13Mar 30, 2021 to Mar 30, 2022
- Pooled vehicle clients · 7 to 5Mar 30, 2021 to Mar 30, 2022
- Assets in custody · $498M to $612MMar 30, 2021 to Mar 30, 2022
- Employees · 14 to 13Mar 30, 2021 to Mar 30, 2022
- Discretionary RAUM · $568M to $631MMar 30, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $568M to $631MMar 30, 2021 to Mar 30, 2022
- RAUM · $568M to $631MMar 30, 2021 to Mar 30, 2022
- Advisory employees · 10 to 12Mar 27, 2020 to Mar 30, 2021
- Assets in custody · $726M to $498MMar 27, 2020 to Mar 30, 2021
- Other offices · 2 to 0Mar 27, 2020 to Mar 30, 2021
- Discretionary RAUM · $773M to $568MMar 27, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $773M to $568MMar 27, 2020 to Mar 30, 2021
Signals
5 dated events
- Liberty Hall Capital Partners, L.P. reported RAUM $883.9M, up 40% from $631.5M (2022-03-30 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Liberty Hall Capital Partners, L.P. reported RAUM $568.3M, down 26% from $772.7M (2020-03-27 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- Liberty Hall Capital Partners, L.P. reported RAUM $825.4M, up 53% from $539.6M (2019-02-01 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Irwin Stuart Oran (Partner) no longer on Schedule A of Liberty Hall Capital Partners, L.P. (listed 2019-02-01, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Liberty Hall Capital Partners, L.P. filed its initial SEC registration (Form ADV)Oct 7, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Liberty Hall Capital Partners, L.P. · Independent Sponsorsshared crd · capital_provider
- Liberty Hall Capital Partners, L.P. · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/liberty-hall-capital-partners/aboutreportedpublic record, Form ADV, Sep 17, 2026
- Website
- LIBERTYHALLCAPITAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (646) 779-0442reportedpublic record, Form ADV, Apr 29, 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
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026