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Liberty Square Asset Management, LP (Boston)


Liberty Square Asset Management, LP is a large advisory firm based in Boston. It manages $1.03 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Massachusetts.

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Liberty Square Asset Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Liberty Square Asset Management: assets under management

The assets under management (AUM) of Liberty Square Asset Management, LP is $1.03 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.03 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $128.4 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Liberty Square Asset Management, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
John Richard Hickling Shareholder/director 1 Mar 1998 25% - 50% 1096912
Margaret Mcgetrick Horkings Shareholder/director/officer 1 Mar 1998 25% - 50% 4643134
Thomas Joseph Niedermeyer Shareholder/director/officer 1 Mar 1998 25% - 50% 1062780
Claire Aline Walton Shareholder/director/officer 1 Mar 1998 Other 1439532
Margaret Ann Mcgetrick Shareholder/director/officer 1 Mar 1998 25% - 50% 4643134

Based in Boston

The principal office where Liberty Square Asset Management, LP performs its advisory services is located at 24 Federal Street, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-747-7700 or by fax 617-747-7701. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.libertysquare.com.


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