AltMountain

First Liberties Financial

Private fund marketer or placement agent · 10 private funds on SEC Form ADV

Advisers' Form ADV filings name First Liberties Financial as marketer or placement agent to 10 private funds. It ranks No. 347 of 775 marketers and placement agents by number of private funds served.

Rankings

Funds served, by type

  • Real estate funds5
  • Hedge funds4
  • Other private funds1

Where its clients are

State of the funds' U.S. advisers.

  • Colorado5
  • Kansas2
  • Florida1
  • New York1

Where the funds are organized

  • United States8
  • Cayman Islands2

Private funds that name First Liberties Financial (3 listed here)

Fund
Gross assets
Minimum
Owners
Adviser
Capital Returns Master, LTD
Cayman IslandsHedge fund
Gross assets$100M
Minimum$1.0M
Owners24
AdviserCapital Returns Management, LLC
Medalist Partners Harvest Master Fund, LTD.
Cayman IslandsHedge fund
Gross assets$83.7M
Minimum$5.0M
Owners109
AdviserMedalist Partners LP
Whetstone Capital Trading, L.P.
Delaware, United StatesHedge fund
Gross assets$13.7M
Minimum$500K
Owners6
AdviserWhetstone Capital Advisors

7 more funds name First Liberties Financial: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.

Names as filed

First Liberties Financial

From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.