Liberty Corner Cash Management, L.L.C. (Summit)


Liberty Corner Cash Management, L.L.C. is a large advisory firm based in Summit. It manages $19.18 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of New Jersey.

Liberty Corner Cash Management, L.L.C provides portfolio management for pooled investment vehicles and market timing 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.

Liberty Corner Cash Management, L.L.C: assets under management

The assets under management (AUM) of Liberty Corner Cash Management, L.L.C. is $19.18 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 6293% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $19.18 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.8 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Liberty Corner Cash Management, L.L.C. for their services and products based on a percentage of assets under management. 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.

Indirect Owners

The SEC currently registers 8 indirect owners.

Name Entity Date acquired Ownership Employer ID
Asset Alliance Corporation Shareholder in aahc 1 Jun 1996 75% - 100% 13-3808903
Inc. Ajg Financial Services Shareholder in aac 1 Jul 1996 25% - 50% 36-4092112
Arthur J. Gallagher & Co. Inc. Shareholder in fsi 1 Jul 1996 75% - 100% 36-2681781
William Terrence Pigott Member 1 Apr 2000 50% - 75% 1546626
Asset Alliance Corporation Member 1 Apr 2000 50% - 75% 13-3888903
Asset Alliance Holding Corp. Owner of membership interest 1 Jun 2000 50% - 75% 51-0375705
Basil Patrick Bourque Member 1 Jan 2004 25% - 50% 2150636
Sean Francis Mcnamara Member 1 Jan 2004 25% - 50% 1610394

Based in Summit

The principal office where Liberty Corner Cash Management, L.L.C. performs its advisory services is located at 47 Maple Street, Suite 101, Summit, NJ 07901, 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 908-598-8170 or by fax 408-598-8173. The normal business hours are 8:30am - 5:00pm on Monday - Friday.