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Liquid Strategies Logo
Liquid Strategies CB Rank
760154
Heat Score
47
Liquid Strategies is an investment adviser to the funds and manages the overlay strategies.
Founded
obfuscation
Private Atlanta, Georgia, United States1-10 lsfunds.com
Advice
Asset Management
Professional Services
Overview

Liquid Strategies
Heat Score
47

Growth Score
pts
in past quarter
Heat Score 47
-18 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Liquid Strategies

CB Rank
760154
Liquid Strategies is an investment adviser to the funds and manages the overlay strategies.
Founded
obfuscation
Private Atlanta, Georgia, United States1-10 lsfunds.com
Advice
Asset Management
Professional Services

Key People

Details

Legal Name Liquid Strategies, LLC.
Operating Status Active
Company Type For Profit
Founders  Adam Stewart, Brad Ball, Shawn Gibson
Phone Number 1 (770) 350-8700
Contact Email info@overlayshares.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Niagara Income Opportunities Fund
A multi-strategy interval fund focused on generating current income with diversified income strategies and low correlation to traditional assets.
Overlay Shares Large Cap Equity ETF (OVL)
An ETF that seeks to outperform the S&P 500 through capital appreciation and income generation using a put spread writing strategy.

Unlock More with Crunchbase Pro
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  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 3 Contacts 8

Employee Profiles

News

News and Press

News•Sep 11, 2025
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News•Sep 11, 2025
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News•Jul 10, 2025
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News•Mar 10, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

76,703
1,974.18%
 in past month

IT Spend

$8.8MThis year, Liquid Strategies is projected to spend $8.8M on IT, according to Aberdeen.

Active Website Tech Count

15Liquid Strategies is actively using 15 technologies for its website, according to BuiltWith. These include U.S. Server Location, DNSSEC, and  ASP.NET.

Total IP

1Liquid Strategies has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Liquid Strategies's headquarters? Liquid Strategies is located in Atlanta, Georgia, United States.Who are Liquid Strategies's competitors? Alternatives and possible competitors to Liquid Strategies may include J.P. Morgan Asset Management, Nationwide, and  First Trust Portfolios.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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