Investment adviser · CRD 327738

LIBERTY ATLANTIC ADVISORS

Investment adviser filing (IA)

LIBERTY ATLANTIC ADVISORS LLC

FLORENCE, Italy · Form ADV filed Jul 23, 2026

Regulatory AUM
$186M
Form ADV · Item 5.F
Client accounts
443
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals61$145,402,85578.3%
Individuals76$37,837,33020.4%
CharitiesFewer than 5$2,315,0551.2%
Corporations & businessesFewer than 5$261,3210.1%
Filing source

Form ADV 2121281 · Jul 23, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 23, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

VIA SENESE, 34
FLORENCE, 50124, Italy

CRD 327738

Filing source

Form ADV 2121281 · Jul 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.