Fund Manager
Liquid Strategies
Liquid Strategies
Fund Manager
Primary Strategy: Other
Number of Employees: 13
Ownership: Privately Held
Year End: December
Description
Since 2013, Liquid Strategies has been applying a layer of index option investing to traditional bond and stock portfolios, creating practical solutions for managing clients’ cash flow and growth objectives. Overlay Shares eliminates past inhibitors of overlay adoption to make this strategy available to a broader investment community.
Address
3550 Lenox Road Ne, Suite 2550, Atlanta, Georgia, United States
Date
As of: September 30, 2025
Key Metrics
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Mix of Private Fund AUM ($M)
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Leadership and Fund Service Providers
Key Management
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Table view
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Top fund structures by AUM
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Current Service Providers
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Switches
Last 12 months
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