The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:From Zero to $200MM In Under Five Months Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, February 28, 2020

From Zero to $200MM In Under Five Months

Reported by Neil Anderson, Managing Editor

A seven-year-old alts shop's new ETF business recently crossed a notable milestone in under five months. Watch for them to expand their team and perhaps boost their lineup.

George Bradley Ball
Liquid Strategies, LLC
Managing Member, CEO, PM
Liquid Strategies' Overlay Shares ETF family (nicknamed "Ovals") passed $200 million in AUM, the team revealed on February 18, 2020. That's just 140 days after the ETFs launched on October 1, 2019.

Brad Ball, CEO of Atlanta-based Liquid Strategies, hints that they may launch other ETFs, though not just yet.

"We have had requests for other Oval asset classes," such as gold, high yield fixed income, and real estate, Ball tells MFWire. "There is certainly demand from investors to expand the lineup into other asset classes."

In the meantime, a key focus for the Liquid Shares team is distribution.

"We're just getting approved on a lot of the wirehouses and some of the discount brokers," Ball says. "We see tremendous opportunity with these five ETFs."

To boost distribution, Ball has expanded headcount.

"We've added five team members as wholesalers," two of them focused on national accounts and three out in the field, Ball says. "We will be adding wholesalers around the country."

The Liquid Strategies team puts options overlays on top of traditional strategies or indices. The firm, which started in 2013 with a focus on institutional investors, now has more than $500 million in AUM. 

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2021
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use