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LIBERTY STRATEGIC CAPITAL

Legal name: LIBERTY 77 CAPITAL L.P.

CRD 314378File 801-121645
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.55B
Top 25% of cohort (national)
Discretionary AUM
$3.55B
Clients
3
3 accounts
Employees
18
Top 25% of cohort in DC

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
PLRO
Registration date
Jun 30, 2021
Principal office
2099 PENNSYLVANIA AVENUE NW, WASHINGTON, DC, 20006
Phone
202-984-7070

Assets & accounts

ADV Item 5F
Total regulatory AUM
$3.55B
Discretionary AUM
$3.55B
Non-discretionary AUM
$0
Discretionary accounts
3
Non-discretionary accounts
0
Total accounts
3
AUM per client
$1.18B

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles3$3.55B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees1918decreased by1
Apr 1, 2026AUM$3,148,557,202$3,545,378,087increased by$396,820,885
May 1, 2025
vs Oct 1, 2022
Employees1719increased by2
May 1, 2025
vs Oct 1, 2022
Clients23increased by1
May 1, 2025
vs Oct 1, 2022
AUM$2,708,290,718$3,148,557,202increased by$440,266,484
May 1, 2025
vs Oct 1, 2022
Accounts23increased by1
Apr 1, 2022Employees1117increased by6
Apr 1, 2022CustodyNoYes
Apr 1, 2022Clients32decreased by1
Apr 1, 2022AUM$2,603,318,343$2,708,290,718increased by$104,972,375
Apr 1, 2022Accounts32decreased by1
Dec 1, 2021RegistrationAPPROVED-120APPROVED
Nov 1, 2021AUM$0$2,603,318,343increased by$2,603,318,343
Nov 1, 2021Accounts03increased by3
Jul 1, 2021Registration—APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “LIBERTY STRATEGIC” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LIBERTY STRATEGIC” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.