Liberty Hall Capital Partners, L.p.

SEC-regulated
Registered investment advisor
Liberty Hall Capital Partners, L.P. is a financial advisor firm established in 2012, based in Charleston, SC, specializing in providing discretionary advisory services to pooled investment vehicles and private investment funds. The firm focuses on private equity investments, particularly in businesses within the global aerospace and defense industry. Liberty Hall aims to identify leading businesses in these sectors, develop strategic plans for sustainable growth, and provide the necessary resources for execution. The firm's investment strategy involves proactive identification of attractive industry segments, origination of investment opportunities, and detailed strategic and operational planning. For potential clients, Liberty Hall managed approximately $[INSERT RAUM] in assets on a discretionary basis as of December 31, 2024. The firm charges fees based on a percentage of assets under management, fixed management fees, and performance-based fees. Liberty Hall does not participate in wrap fee programs and may engage in performance-based fees subject to regulatory requirements. The firm operates as a fiduciary, committed to acting in the best interests of its clients. Clients include institutional investors and high-net-worth individuals, with investments subject to each client's specific objectives and guidelines. The firm has established a Code of Ethics to ensure professionalism, integrity, and client-centric practices. Liberty Hall does not receive economic benefits for providing services to clients and does not compensate non-supervised persons for client referrals. The firm has custody of client funds and securities and exercises full discretionary trading authority over client assets. Additionally, Liberty Hall has adopted proxy voting policies and procedures to vote in the best interests of clients. The firm has not faced any material disciplinary events or financial impairments in the past ten years.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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