Libris Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Libris Capital Management LLC offers discretionary portfolio management to individuals, high‑net‑worth clients, and corporations or business entities. The firm describes creating an Investment Policy Statement for each client and providing services that include investment strategy, asset allocation, asset selection, and ongoing portfolio monitoring across mutual funds, equities, ETFs, REITs, commodities and non‑U.S. securities.
The firm states it uses cyclical, fundamental and quantitative analysis and employs both long‑ and short‑term trading, and it documents client risk tolerance and investment objectives in each client’s IPS. Libris says it seeks fair allocation of trades and best execution, requires discretionary authority to trade, and requires clients to custody assets with a specified broker‑dealer (Interactive Brokers) while reporting no receipt of soft‑dollar research or other third‑party benefits.
Noteworthy for a firm that currently reports no assets under management and no active registered advisors, the brochure nonetheless describes offering portfolio management for both individual and business clients and accepting performance‑based fee arrangements. The brochure also does not describe acting as a private fund adviser or using third‑party sub‑advisers, and it highlights written policies on equitable allocation of limited opportunities (including IPOs) across client accounts.
Client services
Expertise
Fee options
$0 - $1,399,999: 1.50% $1,400,000+: 1.00% + 25.00% performance fee on capital appreciation
25.00% of capital appreciation for qualified clients with assets of $1,400,000 or more
Main office
142 West 57th Street, 11th Floor
New York NY 10019
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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