LIQUID CAPITAL MANAGEMENT LLC
LOS ANGELES, CA · CRD 299577 · IAPD ↗ · liquidstock.com · 310-968-5015
$287.6MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status
Filing changes
49
April 2025 — LIQUID CAPITAL MANAGEMENT LLC reported RAUM up 30% ($255.8M -> $333.7M).
Portfolio / reporting / TAMPCRMFinancial planning software
33
July 2024 — LIQUID CAPITAL MANAGEMENT LLC moved its main office from SAN RAFAEL, CA to LOS ANGELES, CA.
Office IT & facilitiesMarketing & brand
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.