Liquid Strategy LLC
Liquid Strategy LLC is a private investment fund based in Boston, Massachusetts. According to its most recent Form D, filed Mar 2, 2026, it has sold $155,950,618 of interests to 17 investors since its first sale in Feb 2015. The minimum investment it accepts from an outside investor is $1,000,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Mary Naphtal; Warren Naphtal; P/E Global LLC.
- Total raised
- $155,950,618Cumulative sales reported on Form D
- Investors
- 17
- First sale
- Feb 1, 2015
- Minimum investment
- $1,000,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Mary Naphtal; Warren Naphtal; P/E Global LLC
- Latest Form D
- Mar 2, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Liquid Strategy LLC
What is the minimum investment for Liquid Strategy LLC?
According to its latest Form D, filed Mar 2, 2026, the minimum investment Liquid Strategy LLC accepts from an outside investor is $1,000,000.
Who can invest in Liquid Strategy LLC?
Liquid Strategy LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has Liquid Strategy LLC raised?
Liquid Strategy LLC reports $155,950,618 sold from 17 investors on its Form D filed Mar 2, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Liquid Strategy LLC based?
Liquid Strategy LLC is based in Boston, Massachusetts and is managed by P/E Global LLC.
When did Liquid Strategy LLC launch?
Liquid Strategy LLC reports its first sale in Feb 2015.
Size compared with every private investment fund
Raised more than 71% of the 540 private investment funds based in Massachusetts, and more than 76% of all 10,212 that report sales.
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