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 Strategic Capital
Asset manager (funds and pooled vehicles)Washington, District of ColumbiaCRD 314378SEC 801-121645websiteIAPD
Legal name Liberty 77 Capital L.P.
Latest filing Mar 31, 2026
First filing on the tape May 28, 2021 · 10 filings
SEC status approved since Jun 30, 2021
RAUM
$3.5B
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
18
11 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$3.5B as of Mar 31, 2026
Mar 31, 2022$2.7B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20220 then
Employees (5.A)18 as of Mar 31, 2026
Mar 31, 202217 then
Private funds3 as of Mar 31, 2026
Mar 31, 20222 then
RAUM +13% over the last fiscal year+3.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $1.2BderivedRAUM 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
- +13%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, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $2.9B, 3 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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$3.5B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.9B for 3 clientsreported
- Compensation
- % of AUM, 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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Liberty 77 Fund International L.P. | Private Equity Fund | $2.1B | 15 | Mar 31, 2022 |
| Liberty 77 Fund L.P. | Private Equity Fund | $586M | 34 | Mar 31, 2022 |
| Liberty Zim Co-Invest L.P. | Private Equity Fund | $85.1M | 8 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- Maurice Jesse Burwell · Chief Financial Officer/ Chief Compliance Officercontrolsince 05/2021 · owns less than 5%
- Richard Brian Callanan · General Counsel / Senior Managing Directorcontrolsince 03/2021 · owns less than 5%
- Terner Steven Mnuchin · Managing Partnercontrolsince 02/2021 · owns less than 5%
- Tappan Charles Dowling · Trusteecontrolsince 09/2013 · owns F of Steven T. Mnuchin Dynasty Trust
- Geoffrey Alan Mnuchin · Trusteecontrolsince 08/2013 · owns F of Steven Mnuchin 2007 Family Trust
- Terner Steven Mnuchin · Managing Membercontrolsince 07/2021 · owns F of Steven T. Mnuchin Family LLC
- Terner Steven Mnuchin · Trusteecontrolsince 03/2021 · owns F of Steven T. Mnuchin Revocable Trust
Entity owners
- Liberty 77 Capital Partners L.P. · General Partnerdirect · owns less than 5%
- Stm Partners LLC · Limited Partnerdirect · owns 75% or more
- Liberty Capital L.L.C. · General Partnerindirect · owns F of Liberty 77 Capital Partners L.P.
- Steven Mnuchin 2007 Family Trust · Memberindirect · owns 25% to 50% of Stm Partners LLC
- Steven T. Mnuchin Dynasty Trust · Memberindirect · owns 25% to 50% of Stm Partners LLC
- Steven T. Mnuchin Revocable Trust · Managing Memberindirect · owns 50% to 75% of Stm Partners LLC
- Stm Partners LLC · Limited Partnerindirect · owns 75% or more of Liberty 77 Capital Partners L.P.
- Stm Partners LLC · Manager & Memberindirect · owns 75% or more of Liberty Capital L.L.C.
- Steven T. Mnuchin Family LLC · Limited Partnerdirect · owns 5% to 10%
- Steven T. Mnuchin Revocable Trust · Limited Partnerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- Liberty 77 Capital Genpar L.P.pooled vehicle sponsorn
- Liberty Strategic Capital (Israel) Ltd.investment advisery
Offices
Schedule D 1.F, the 25 largest
- Tel Aviv, Israel2 employees
What changed
consecutive filings, newest first
- Advisory employees · 12 to 11Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $2.0B to $2.9BMar 31, 2025 to Mar 31, 2026
- Employees · 19 to 18Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $3.1B to $3.5BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $3.1B to $3.5BMar 31, 2025 to Mar 31, 2026
- RAUM · $3.1B to $3.5BMar 31, 2025 to Mar 31, 2026
- Advisory employees · 13 to 12Mar 29, 2024 to Mar 31, 2025
- Assets in custody · $1.0B to $2.0BMar 29, 2024 to Mar 31, 2025
- Employees · 20 to 19Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Other offices · 1 to 0Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $2.8B to $3.1BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $2.8B to $3.1BMar 29, 2024 to Mar 31, 2025
- RAUM · $2.8B to $3.1BMar 29, 2024 to Mar 31, 2025
- Related adviser · true to falseMar 29, 2024 to Mar 31, 2025
- Assets in custody · $815M to $1.0BApr 7, 2023 to Mar 29, 2024
- Other offices · 0 to 1Apr 7, 2023 to Mar 29, 2024
- Discretionary RAUM · $3.2B to $2.8BApr 7, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $3.2B to $2.8BApr 7, 2023 to Mar 29, 2024
- RAUM · $3.2B to $2.8BApr 7, 2023 to Mar 29, 2024
- Accounts · 2 to 3Jan 13, 2023 to Mar 31, 2023
- Advisory employees · 15 to 13Jan 13, 2023 to Mar 31, 2023
- Pooled vehicle clients · 2 to 3Jan 13, 2023 to Mar 31, 2023
- Assets in custody · $0 to $815MJan 13, 2023 to Mar 31, 2023
- Employees · 17 to 20Jan 13, 2023 to Mar 31, 2023
- Private funds · 2 to 3Jan 13, 2023 to Mar 31, 2023
- Discretionary RAUM · $2.7B to $3.2BJan 13, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $2.7B to $3.2BJan 13, 2023 to Mar 31, 2023
- RAUM · $2.7B to $3.2BJan 13, 2023 to Mar 31, 2023
- Accounts · 3 to 2Oct 28, 2021 to Mar 31, 2022
- Advisory employees · 10 to 15Oct 28, 2021 to Mar 31, 2022
- Pooled vehicle clients · 3 to 2Oct 28, 2021 to Mar 31, 2022
- Assets in custody · unset to 0.0Oct 28, 2021 to Mar 31, 2022
- Custody of client assets · false to trueOct 28, 2021 to Mar 31, 2022
- Employees · 11 to 17Oct 28, 2021 to Mar 31, 2022
- Private funds · unset to 2Oct 28, 2021 to Mar 31, 2022
- Discretionary RAUM · $2.6B to $2.7BOct 28, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $2.6B to $2.7BOct 28, 2021 to Mar 31, 2022
- RAUM · $2.6B to $2.7BOct 28, 2021 to Mar 31, 2022
- Related adviser · false to trueOct 28, 2021 to Mar 31, 2022
Signals
1 dated events
- Liberty Strategic Capital filed its initial SEC registration (Form ADV)May 28, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Liberty Strategic Capital · Independent Sponsorsshared crd · capital_provider
- Liberty Strategic Capital · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/liberty-strategic-capitalreportedpublic record, Form ADV, Sep 17, 2026
- Website
- libertycapitallp.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 202-984-7070reportedpublic record, Form ADV, Mar 31, 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