Preservation

The Liberty Group team prioritizes capital preservation while seeking superior risk-adjusted returns through a proven and highly disciplined process. Liberty Group investments are capitalized through the following vehicles:

Shah Family Office is a single-family office serving as a fully discretionary programmatic platform focused on diversification and preservation of capital. Actively managed Liberty Group investments are majority-owned by the Shah Family Office with passive co-investments from strategic limited partners .

Liberty Hospitality Fund I, LLC closed in 2014 with total capital commitments of $75 million including a 20% co-investment from the Shah Family Office. Liberty Hospitality Fund I, LLC is fully realized.

Liberty Hospitality Fund II, LP closed in 2017 with total capital commitments of $172 million including a 15% co-investment from the Shah Family Office. Liberty Hospitality Fund II, LP is fully realized.

Liberty OZ Fund, LLC closed in 2021 as a fully discretionary Open-End Opportunity Zone Fund with a 75% co-investment from the Shah Family Office.

  • "Hodges Ward Elliott greatly values our relationship with Punit Shah and the Liberty Group. Punit has consistently demonstrated the highest of character and integrity. The Liberty team is very responsive, and we enter transactions with Liberty knowing there is a high degree of certainty of close. The future could not be brighter for this outstanding organization."

    WILLIAM HODGES, CHAIRMAN, CHIEF EXECUTIVE OFFICER, AND FOUNDER, HODGES WARD ELLIOTT