Capital Raising
Investment Strategies
​During the last ten years our team has raised in excess of $3.6 billion for a range of investment strategies. We have experience marketing for clients both in Europe and the United States with the following investment strategies:
- Large-cap equities
- Hedge Funds
- Distressed Credit Funds
- Fund-of-Funds
- Private Equity
- India-focused Funds
- CTA's
- Core fixed income
- Cash Management
First Liberties is dedicated to raising assets ("Third Party Marketing") on a global basis for institutional money managers. We give our clients access to a diversified audience of qualified investors in both Europe and the United States.

Sales Team
​Our team has in-depth knowledge of the funds we represent and excels in articulating their investment processes. All of our professionals have over 10 years of industry experience providing North American and European investors access to a multitude of traditional and alternative investment strategies.

Our process begins when First Liberties' experienced team meets with investment professionals to understand the manager's expertise, investment strategy, and comparative advantages. Working closely with in-house resources, First Liberties determines the most opportune target market segments and will review all marketing material.

Sales Process
After developing a tailored marketing plan, First Liberties contacts investors and checks for suitability with the manager's strategy and style. We introduce money managers to suitable investors, provide feedback to the manager, and develop a follow-up plan for each prospect. First Liberties provides monthly activity reports and updates on sales progress.

Work With Us

Founded on Understanding & Trust

Investment Banking

Facilitate buy and sell side deal activity, including capital raising, mergers and acquisitions, business advisory and much more.

Capital Raising

Dedicated to raising assets for institutional money managers, giving our clients access to a diversified audience of qualified global investors.

Institutional Trading

Specialize in trading fixed income and equity securities with a combined 40+ years of experience advising and trading for institutional clients.


Providing the design, structuring and implementation of private placement life insurance (PPLI) and private placement variable annuity (PPVA) investment vehicles for high net worth investors and family offices.