A complete list of active advisors currently associated with Libris Capital Management LLC

Warmer can help you find a great advisor at Libris Capital Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Libris Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Timothy Kuznetsov profile photo Timothy Kuznetsov
New York, NY
0
Warmer team member

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