About

Meet Liquid Stock

We are a fully independent, institutionally backed investment firm providing liquidity to employees and shareholders of late stage private companies.

Our purpose

At Liquid Stock we work to empower people and the companies they built with the freedom of liquidity to maximize the full potential of their equity. The people we work with are unique and create tremendous value through their hard work and dedication – they deserve the ability to access that value and achieve new goals or dreams.

Liquid Stock leadership team

How We Help You

Knowledge

Helping you and your advisors better understand the value of your equity by educating you about your liquidity opportunities.

Partnership

Collaboratively building tailored solutions based on your unique situation and guiding you and your advisors through the full process.

Financial Freedom

We believe you’ve earned your equity, you own it, and you should be free to decide how to use it. We provide the tools and resources you need to be able to optimize to get the most out of your equity.

Simplicity

Creating simplified, stress-free solutions for even the most complex situations.

Fair and Transparent

Upholding a model built on fairness and total transparency.

Meet Our Leadership Team

Our team brings diverse expertise in venture capital, wealth management, corporate transaction law, and structured finance. We understand the challenges of navigating option exercise and share liquidity.

robert liquid stock

Robert Pitti
Founding Partner

jeff liquid stock

Jeffrey Le Sage
Founding Partner

greg liquid stock

Greg Martin
Founding Partner

andy liquid stock

Andy Perille
Principal

shane liquid stock

Shane Larkin
Principal

annie liquid stock

Annie Woodworth
Vice President, Legal

khatija liquid stock

Khatija Teekay
Associate

See How You Can Increase Your Net Worth

Try our Option Exercise Calculator today to see how we can help you take control of your equity.

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Our Story

1960s

Though introduced as a concept in the early 1800s, stock options grew substantially in popularity in the mid-1900s. In the 1960s, stock options continued to be the most used form of long-term equity incentive. In addition to stock options, public corporations began to use restricted stock awards, another form of long-term equity subject to vesting.1

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1971

The term “Silicon Valley” was first coined by a journalist2. This name was adopted because of the “region's association with the silicon transistor, which is used in all modern microprocessors.”3 It refers to the hub of tech companies, including Apple, Meta, Cisco, and other major companies like Visa.

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1980

Apple went public at $22.00 per share. “More than 40 out of 1,000 Apple employees become instant millionaires. As Apple’s biggest shareholder, 25-year-old Steve Jobs ends the day with a net worth of $217 million.”4

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1999

Robert Pitti, one of Liquid Stock’s founding partners, saw the potential in private company stock options. At the time he was at Thomas Weisel Partners, a prominent growth-oriented investment bank. He formed the first fund of its kind to help employees exercise their private company stock options.

2002

For the first time since the Dot Com Bubble Collapse, two renowned tech companies in Silicon Valley successfully broke the ice with their IPOs: PayPal and Google.5

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2012

Facebook went public at $38.00 per share. “​​At an estimated $23 billion, the 3,000-odd Facebook employees [stood] to collect an average of more than $7 million each.”6 

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2014

A new transaction structure was created by Robert Pitti allowing option exercise and private share liquidity transactions to be moved away from a traditional loan structure.  

2017

Robert Pitti and Greg Martin, two of Liquid Stock’s founding partners, closed an $80 million private share liquidity transaction with a shareholder of a US-based on-demand transportation startup, a company that would go on to IPO.

2018

Liquid Stock was founded by Robert Pitti, Greg Martin, and Jeff Le Sage.

2019

Liquid Stock raised its first fund, Liquid Stock I, LP.7 

7 Source

2022

Liquid Stock exceeds $300 million in AUM.
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