“When our clients come to us looking for solutions, we go out to the marketplace and try to find the best class providers,” said Pat Dwyer, Managing Director of NewEdge Wealth, a multi-family office, when he introduced Liquid LP in our recent video interview with the firm.
Liquid LP offers an alternative investment solution through NAV loans, allowing investors to access liquidity against their fund positions. We have assisted thousands of LPs, founders, and RIAs in making smarter financial decisions by leveraging cash.
NewEdge Wealth is among the many firms recognizing the value of our financing approach. In our interview, we highlighted how each client has unique needs and detailed how we tailor our services to address requirements such as meeting GP obligations, reorganizing portfolios, or avoiding the sale of assets at discounted prices.
Gregory Pool, Managing Director of NewEdge Wealth, emphasized the challenge of finding liquidity, calling it “scarce.” This scarcity is why many investors turn to Liquid LP to avoid making rushed or limited decisions.
When asked whether Liquid LP believes this type of financing will grow, our answer was yes. Although many investors are still unfamiliar with our alternative offerings, those who have adopted it are fully embracing it, and interest is steadily increasing among those who have heard about it.
Notably, Goldman Sachs has begun offering similar alternative financing to RIAs, and this trend is also gaining traction within private credit groups. Liquid LP has also been in contact with 50 banks and counting and have received tremendous interest in our concept. Learn more about Liquid LP and how we can support you or your clients by contacting us.