LIQUID STRATEGIES, LLC
CRD #170107 SEC #801-79222 ATLANTA, GA 800-970-2725
SEC Registered Private Funds
Total AUM
$950.4M
Discretionary
$950.4M
Employees
11
Clients
0
Accounts
24
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $950.4M | $950.4M | $0 | 11 | 0 |
| Jan 2025 | $522.7M | $522.7M | $0 | 15 | 2 |
| May 2024 | $522.7M | $522.7M | $0 | 15 | 2 |
| Mar 2024 | $522.7M | $522.7M | $0 | 15 | 2 |
| Mar 2023 | $636.9M | $636.9M | $0 | 10 | 2 |
| Nov 2022 | $589M | $589M | $0 | 9 | 3 |
| Mar 2022 | $589M | $589M | $0 | 9 | 3 |
| Aug 2021 | $458.8M | $458.8M | $0 | 9 | 0 |
| Jun 2021 | $458.8M | $458.8M | $0 | 9 | 0 |
| Feb 2021 | $458.8M | $458.8M | $0 | 9 | 0 |
| Nov 2020 | $487.8M | $487.8M | $0 | 11 | 0 |
| Mar 2020 | $487.8M | $487.8M | $0 | 11 | 0 |
| Dec 2019 | $493.6M | $493.6M | $0 | 9 | 0 |
| Mar 2019 | $493.6M | $493.6M | $0 | 9 | 0 |
| Dec 2018 | $458.5M | $458.5M | $0 | 8 | 0 |
| Mar 2018 | $458.5M | $458.5M | $0 | 8 | 0 |
| Feb 2017 | $149.3M | $149.3M | $0 | 8 | 1 |
| Sep 2016 | $117.1M | $117.1M | $0 | 8 | 1 |
| Feb 2016 | $117.1M | $117.1M | $0 | 8 | 1 |
| Jul 2015 | $113.1M | $113.1M | $0 | 8 | 1 |
| Mar 2015 | $106.2M | $106.2M | $0 | 8 | 1 |
| Feb 2014 | $0 | $0 | $0 | 5 | 0 |
DateMar 2025
Total AUM$950.4M
Discretionary$950.4M
Non-Disc.$0
Employees11
Clients0
DateJan 2025
Total AUM$522.7M
Discretionary$522.7M
Non-Disc.$0
Employees15
Clients2
DateMay 2024
Total AUM$522.7M
Discretionary$522.7M
Non-Disc.$0
Employees15
Clients2
DateMar 2024
Total AUM$522.7M
Discretionary$522.7M
Non-Disc.$0
Employees15
Clients2
DateMar 2023
Total AUM$636.9M
Discretionary$636.9M
Non-Disc.$0
Employees10
Clients2
DateNov 2022
Total AUM$589M
Discretionary$589M
Non-Disc.$0
Employees9
Clients3
DateMar 2022
Total AUM$589M
Discretionary$589M
Non-Disc.$0
Employees9
Clients3
DateAug 2021
Total AUM$458.8M
Discretionary$458.8M
Non-Disc.$0
Employees9
Clients0
DateJun 2021
Total AUM$458.8M
Discretionary$458.8M
Non-Disc.$0
Employees9
Clients0
DateFeb 2021
Total AUM$458.8M
Discretionary$458.8M
Non-Disc.$0
Employees9
Clients0
DateNov 2020
Total AUM$487.8M
Discretionary$487.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$487.8M
Discretionary$487.8M
Non-Disc.$0
Employees11
Clients0
DateDec 2019
Total AUM$493.6M
Discretionary$493.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$493.6M
Discretionary$493.6M
Non-Disc.$0
Employees9
Clients0
DateDec 2018
Total AUM$458.5M
Discretionary$458.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$458.5M
Discretionary$458.5M
Non-Disc.$0
Employees8
Clients0
DateFeb 2017
Total AUM$149.3M
Discretionary$149.3M
Non-Disc.$0
Employees8
Clients1
DateSep 2016
Total AUM$117.1M
Discretionary$117.1M
Non-Disc.$0
Employees8
Clients1
DateFeb 2016
Total AUM$117.1M
Discretionary$117.1M
Non-Disc.$0
Employees8
Clients1
DateJul 2015
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees8
Clients1
DateMar 2015
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees8
Clients1
DateFeb 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0