Lieblong & Associates, Inc.
● SEC registered since 2014CRD 42578SEC# 801-78968Little Rock, AR
Ranks #5,131 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$197.9M
Fund GAV
$105.1M
Private funds
1
Employees
4
Accounts
132
Location
Little Rock, AR
Lieblong & Associates, Inc. assets under management
Lieblong & Associates, Inc. operates as an SEC-registered investment adviser based in Little Rock, AR. The firm has been registered since 2014. It reports $197.9 million in regulatory assets under management and employs 4 people. Lieblong & Associates, Inc. manages 1 private fund with combined gross assets of $105.1 million, including Key Colony Fund, L.P. By regulatory assets, it ranks 5,131 of 6,004 private fund managers.
Lieblong & Associates, Inc. private funds
1 funds · $105.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Key Colony Fund, L.P. | Hedge | $105.1M | $2M |
Lieblong & Associates, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex Ray Lieblong Control | President/Chief Executive Officer, Lieblong & Associates, Inc. | Over 75% | 1997 |
| Jason Ray Lieblong | Vice President, Lieblong & Associates, Inc. | Under 5% | 1998 |
| Mary Ellen Williams | Vp/Cfo/Finop/Sec/Treas/Cco/Options Principal/Muni Principal, Lieblong & Associates, Inc. | Under 5% | 2003 |
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Join to unlock · $37/moFrequently asked questions
How much does Lieblong & Associates, Inc. manage?
Lieblong & Associates, Inc. reports $197.9 million in regulatory assets under management on its Form ADV.
How many private funds does Lieblong & Associates, Inc. manage?
Lieblong & Associates, Inc. manages 1 private funds with combined gross assets of $105.1 million.
How many employees does Lieblong & Associates, Inc. have?
Lieblong & Associates, Inc. reports 4 employees.
Where is Lieblong & Associates, Inc. located?
Lieblong & Associates, Inc. is based in Little Rock, AR and has been SEC-registered since 2014.
Does Lieblong & Associates, Inc. disclose fund performance?
Lieblong & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10809 Executive Center Drive, Suite 117, Little Rock, AR 72211 |
| Phone | 501-219-2003 |
| Fax | 501-219-1162 |
| Office hours | 8a.m. - 4p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$197.9M▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
AUM vs fund managersTop 85%
Larger than 15% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$197.9Mregulatory AUM
Discretionary $197.9M