1 A. Liberty Ridge Capital, Inc. 1 B. Liberty Ridge Capital (Wayne)
1 A. Liberty Ridge Capital, Inc. 1 B. Liberty Ridge Capital is a large advisory firm based in Wayne. It manages $6.2 billion of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
1 A. Liberty Ridge Capital, Inc. 1 B. Liberty Ridge Capital provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
1 A. Liberty Ridge Capital, Inc. 1 B. Liberty Ridge Capital: assets under management
The assets under management (AUM) of 1 A. Liberty Ridge Capital, Inc. 1 B. Liberty Ridge Capital is $6.2 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay 1 A. Liberty Ridge Capital, Inc. 1 B. Liberty Ridge Capital for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at 1 A. Liberty Ridge Capital, Inc. 1 B. Liberty Ridge Capital
Thomas Moynihan Turpin has been acting as President since 1 Nov 2002. Lee Thomas Cummings joined the executive team most recently as the Vice President And Sales And Marketing Director.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 2 indirect owners.Based in Wayne
The principal office where 1 A. Liberty Ridge Capital, Inc. 1 B. Liberty Ridge Capital performs its advisory services is located at 1400 Liberty Ridge Drive, Wayne, PA 19087 5593, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 610-647-4100 or by fax 610-722-5843. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at www.oldmutualus.com.
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