| As of Date | 02/10/2026 |
| Registration | SEC, Approved, 03/02/2017 |
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| ADV Location | DUXBURY, MA, United States |
| Contact Info | 781 xxxxxxx |
| Websites |
| AUM* | 510,993,000 24% |
| of that, discretionary | 145,006,000 38% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 964,138 29% |
| % High Net Worth | 83.33% 2% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name LARRY D. LIBERFARB, P.C. | Filing Date09/30/2025 | Form ADV-E View Report |
| Accounting Firm Name LARRY LIBERFARB, CPA | Filing Date09/25/2024 | Form ADV-E View Report |
| Accounting Firm Name LARRY LIBERFARB, CPA | Filing Date11/27/2023 | Form ADV-E View Report |
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser SENTRY ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM2.4b | #Funds- | |
| Adviser FLORENCE CAPITAL ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund59.1m | Other Fund- | Total Private Fund GAV118.1m | AUM65.2m | #Funds14 | |
| Adviser LOBNEK WEALTH MANAGEMENT INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM12.5m | #Funds- | |
| Adviser SCG ASSET MANAGEMENT LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM158.7m | #Funds- | |
| Adviser VINCIMUS CAPITAL, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM183.7m | #Funds- | |
| Adviser TOMPKINS & CO. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM355.0m | #Funds- | |
| Adviser GUIRY CAPITAL MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM204.3m | #Funds- | |
| Adviser TAILWIND ADVISORS | Hedge Fund- | Liquidity Fund- | Private Equity Fund424.7m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV424.7m | AUM1.7b | #Funds6 | |
| Adviser CWM PARTNERS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM59.8m | #Funds- | |
| Adviser IWP WEALTH MANAGEMENT LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM4.3b | #Funds- |