SAN FRANCISCO–(BUSINESS WIRE) – Liquid Stock, a fully independent, institutionally backed firm providing liquidity to employees and stockholders of privately held companies, today announced the successful close of Fund II, reaching a milestone of over $300 million in assets under management (AUM). With a track record of more than 140 deals closed to date, Liquid Stock continues to demonstrate its expertise and leadership position as the go-to source for liquidity solutions.
Fund II witnessed significant participation from Fund I’s anchor investors, funds managed by Goldman Sachs Asset Management, Morgan Stanley AIP, and Coller Capital. The continued participation of our valued investors underscores their confidence in Liquid Stock’s investment strategy and the team’s ability to reliably identify and capitalize on opportunities.
“We are witnessing a robust demand for liquidity solutions that cater to the evolving needs of stockholders and employees, aiming to optimize their tax positions and unlock their full net worth,” said Robert Pitti, one of Liquid Stock’s founding partners. “At Liquid Stock, our unwavering focus on providing tailored solutions and our team’s extensive history and proven track record empower us to effectively address the unique challenges faced by private companies and their employees while maintaining a deep understanding of their businesses and investments.”
Liquid Stock is one of the leading sources of liquidity for option holders and stockholders of private companies looking for tax-efficient solutions to fund stock options exercise or for general liquidity needs. Through Fund II and separately managed investment vehicles, Liquid Stock can also provide company-wide tax-optimized solutions for expiring option plans and employee-favorable alternatives to tender offers.
For more information about Liquid Stock, please visit https://liquidstock.com.
About Liquid Stock
Liquid Stock, headquartered in San Francisco and Los Angeles, is a fully independent, institutionally backed firm providing liquidity to employees and stockholders of privately held companies. The firm’s experienced team of experts builds innovative and tailored solutions that allow private company equity-holders to exercise stock options, optimize taxes, and obtain liquidity. More information about Liquid Stock can be found at https://liquidstock.com.