PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 4:59 AM ET

Sponsor Check › Sponsor group

L

Liberty

One sponsor team, 6 deal companies · Colleyville, TX

Grouped because: 5 shared people, same business address (5 issuers) (automatic match from the filings) · not the same sponsor?

6deal companies
$79.1Mreported sold
401investors
36Form D filings
2009–2015active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group May 20, 2015 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Liberty is a sponsor group of 6 issuers that PartnerFacts links to one sponsor (shared people, same business address; automatic match from the filings), filing 36 Form D filings between Oct 2009 and May 2015.

What this means One team, 6 deal companies, about 6 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $79.1M to 401 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (6). Issuers are based in TX (6).

What this means $79.1M raised across the group, about $197K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Chris McKinzie (6 issuers, executive officer and director), Craig Caudle (6 issuers, executive officer, director, and promoter), David Hedreen (6 issuers, director), William Sachs (6 issuers, executive officer and director), William Arenz (3 issuers, executive officer and director) and 3 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 0 new offerings in the last 12 months; latest filing May 20, 2015.

What this means No new raise filed in the past year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — 14 court cases matching the name, 2 bankruptcy cases matching the name listed in Key records below.

What this means 16 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 36 public filings for Liberty and found 11 differences, 3 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Liberty has not run yet — it is joining a line of 3,354 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

14 cases: 5 closed (disposition not in docket feed), 5 dismissed, 4 judgment

Felicity and Liberty, LLC v. Southern Fidelity Insurance Company closed matched at sponsor-group level (Liberty)
District Court, E.D. Louisiana · No. 2:22-cv-00287 · Filed Feb 8, 2022 · Closed Jun 21, 2022
Role of Liberty, LLC: Plaintiff · Outcome: Terminated 2022-06-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in LA (not the issuer's state)
The National Center for Life and Liberty, LLC v. DX Print, LLC closed matched at sponsor-group level (Liberty)
District Court, M.D. Florida · No. 8:21-cv-02149 · Filed Sep 9, 2021 · Closed Apr 6, 2022 · Nature of suit: 190 Contract: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Liberty, LLC: Plaintiff · Outcome: Terminated 2022-04-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in FL (not the issuer's state)
Liberty, Inc. v. Motiva Enterprises, L.L.C. dismissed matched at sponsor-group level (Liberty)
District Court, E.D. Louisiana · No. 2:05-cv-02085 · Filed May 31, 2005 · Closed Feb 8, 2007 · Nature of suit: 890 Other statutory actions
Role of Liberty, Inc.: Plaintiff · Outcome: Terminated 2007-02-08 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in LA (not the issuer's state); filed 2005, issuer incorporated 2012
Mitan v. Liberty Corporation judgment matched at sponsor-group level (Liberty)
District Court, E.D. Michigan · No. 2:04-cv-70129 · Filed Jan 15, 2004 · Closed Sep 21, 2004 · Nature of suit: 890 Other statutory actions
Role of Liberty Corporation: Defendant · Outcome: Terminated 2004-09-21 — FJC Integrated Database disposition: Judgment on motion before trial Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MI (not the issuer's state); filed 2004, issuer incorporated 2012
PIERRE FUNERAL HOME, INC. v. LIBERTY CORPORATION closed matched at sponsor-group level (Liberty)
District Court, S.D. Indiana · No. 1:98-cv-00113 · Filed Jan 28, 1998 · Closed Jun 21, 2002
Role of LIBERTY CORPORATION: Defendant · Outcome: Terminated 2002-06-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IN (not the issuer's state); filed 1998, issuer incorporated 2012
BARNETT, GREGORY C v. LIBERTY CORPORATION dismissed matched at sponsor-group level (Liberty)
District Court, S.D. Indiana · No. · Filed Jan 28, 1998 · Closed Jun 21, 2002 · Nature of suit: 470 Civil (RICO)
Role of LIBERTY CORPORATION: Defendant · Outcome: Terminated 2002-06-21 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IN (not the issuer's state); filed 1998, issuer incorporated 2012
KELLY v. LIBERTY CO. dismissed matched at sponsor-group level (Liberty)
District Court, E.D. Pennsylvania · No. 2:97-cv-03918 · Filed Jun 9, 1997 · Closed Aug 21, 1997 · Nature of suit: 791 Employee Retirement Income Security Act
Role of LIBERTY CO.: Defendant · Outcome: Terminated 1997-08-21 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in PA (not the issuer's state); filed 1997, issuer incorporated 2012
Marketing One Part. v. The Liberty Corp. dismissed matched at sponsor-group level (Liberty)
District Court, E.D. North Carolina · No. 5:96-cv-00350 · Filed Apr 26, 1996 · Closed Oct 14, 1998 · Nature of suit: 190 Other contract actions
Role of The Liberty Corp.: Defendant · Outcome: Terminated 1998-10-14 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NC (not the issuer's state); filed 1996, issuer incorporated 2012
Marketing One Partne v. The Liberty Corp. closed matched at sponsor-group level (Liberty)
District Court, S.D. New York · No. 1:95-cv-10220 · Filed Dec 4, 1995 · Closed Apr 18, 1996 · Nature of suit: 190 Other contract actions
Role of The Liberty Corp.: Defendant · Outcome: Terminated 1996-04-18 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NY (not the issuer's state); filed 1995, issuer incorporated 2012
Hixson v. Liberty Corp dismissed matched at sponsor-group level (Liberty)
District Court, W.D. Louisiana · No. 2:95-cv-01091 · Filed Jun 23, 1995 · Closed Dec 15, 1997 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Liberty Corp: Defendant · Outcome: Terminated 1997-12-15 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in LA (not the issuer's state); filed 1995, issuer incorporated 2012
Whisenant v. Liberty Corporation judgment matched at sponsor-group level (Liberty)
District Court, D. South Carolina · No. 8:95-cv-00458 · Filed Feb 17, 1995 · Closed Nov 30, 1995 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Liberty Corporation: Defendant · Outcome: Terminated 1995-11-30 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
exact company name; name has one distinctive word; court in SC (not the issuer's state); filed 1995, issuer incorporated 2012
Liberty Corporation v. NCNB judgment matched at sponsor-group level (Liberty)
District Court, D. South Carolina · No. 7:91-cv-00662 · Filed Mar 12, 1991 · Closed Mar 19, 1992 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Liberty Corporation: Plaintiff · Outcome: Terminated 1992-03-19 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
exact company name; name has one distinctive word; court in SC (not the issuer's state); filed 1991, issuer incorporated 2012
Quinonez v. Liberty Corp. closed matched at sponsor-group level (Liberty)
District Court, D. Connecticut · No. 2:91-cv-00070 · Filed Jan 28, 1991 · Closed Jun 6, 1991
Role of Liberty Corp.: Defendant · Outcome: Terminated 1991-06-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CT (not the issuer's state); filed 1991, issuer incorporated 2012
KNIGHT, NANCY K. v. LIBERTY CORPORATION judgment matched at sponsor-group level (Liberty)
District Court, D. South Carolina · No. · Filed Jun 22, 1989 · Closed May 2, 1990 · Nature of suit: 791 Employee Retirement Income Security Act
Role of LIBERTY CORPORATION: Defendant · Outcome: Terminated 1990-05-02 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
exact company name; name has one distinctive word; court in SC (not the issuer's state); filed 1989, issuer incorporated 2012
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Liberty..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

2 cases: 2 closed (disposition not in docket feed)

Liberty LLC v. Webber closed matched at sponsor-group level (Liberty)
United States Bankruptcy Court, D. Colorado · No. 00-01496 · Filed Oct 17, 2000 · Closed Mar 14, 2001
Role of Liberty LLC: Plaintiff · Outcome: Case closed 2001-03-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CO (not the issuer's state); filed 2000, issuer incorporated 2012
Liberty Inc closed matched at sponsor-group level (Liberty)
United States Bankruptcy Court, N.D. Illinois · No. 86-00772 · Filed Jan 17, 1986 · Closed Aug 15, 1989
Role of Liberty Inc: Debtor · Outcome: Case closed 1989-08-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IL (not the issuer's state); filed 1986, issuer incorporated 2012
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

11 differences found between the filings for Liberty — 3 worth asking about (compared 36 filings on Oct 24, 2026)

Worth asking · May 26, 2011 – May 25, 2012

Amount sold went down between filings — LIBERTY COMPOSITE FUND A LIMITED PARTNERSHIP

The May 26, 2011 filing says $3,102,480 sold; the May 25, 2012 Form D/A says $2,350,490 sold — $751,990 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · May 26, 2011 ↗Form D/A (later) · May 25, 2012 ↗LIBERTY COMPOSITE FUND A LIMITED PARTNERSHIP — PartnerFacts page ↗
Sources
Worth asking · May 26, 2011 – May 25, 2012

Investor count went down between filings — LIBERTY GLOBAL FUND , A LIMITED PARTNERSHIP

The May 26, 2011 filing reports 106 investors; the May 25, 2012 Form D/A reports 96 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · May 26, 2011 ↗Form D/A (later) · May 25, 2012 ↗LIBERTY GLOBAL FUND , A LIMITED PARTNERSHIP — PartnerFacts page ↗
Sources
Worth asking · May 26, 2011 – May 20, 2015

6 people are no longer listed on a later amendment

William Sachs is no longer listed on the May 20, 2015 amendment — Liberty Wealth Protection Fund, L.P. · William Sachs is no longer listed on the May 20, 2015 amendment — LIBERTY COMPOSITE FUND A LIMITED PARTNERSHIP · William Sachs is no longer listed on the May 20, 2015 amendment — Liberty Commodity Partners L P · James C. Ward is no longer listed on the May 31, 2012 amendment — Liberty Wealth Protection Fund, L.P. · Ted Kingsberry is no longer listed on the May 31, 2012 amendment — Liberty Wealth Protection Fund, L.P. · and 1 more

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D/A · May 20, 2014 ↗Form D/A · May 20, 2015 ↗William Sachs — PartnerFacts page ↗Liberty Wealth Protection Fund, L.P. — PartnerFacts page ↗
Sources
Note · Apr 1, 2013 – Apr 18, 2013

Form D filed 17 days after the first sale — Clover Leaf Managed Futures Fund, L.P.

The filing says the first sale was Apr 1, 2013. The Form D was filed Apr 18, 2013 — 17 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 2 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Apr 18, 2013 ↗Clover Leaf Managed Futures Fund, L.P. — PartnerFacts page ↗
Sources
Note · Sep 30, 2009 – Oct 22, 2009

Form D filed 22 days after the first sale — Liberty Wealth Protection Fund, L.P.

The filing says the first sale was Sep 30, 2009. The Form D was filed Oct 22, 2009 — 22 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 7 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Oct 22, 2009 ↗Liberty Wealth Protection Fund, L.P. — PartnerFacts page ↗
Sources
Note · May 26, 2011 – May 20, 2015

11 role changes for the same people across filings

Chris McKinzie's role changed at Liberty Wealth Protection Fund, L.P.: executive officer → director · Chris McKinzie's role changed at LIBERTY COMPOSITE FUND A LIMITED PARTNERSHIP: executive officer → director · Chris McKinzie's role changed at Liberty Commodity Partners L P: executive officer → director · Craig Caudle's role changed at Liberty Wealth Protection Fund, L.P.: executive officer, promoter → director · Craig Caudle's role changed at LIBERTY COMPOSITE FUND A LIMITED PARTNERSHIP: executive officer, promoter → director · and 6 more

What this means Roles on Form D are self-reported. Ask who runs the company today.

Form D/A · May 20, 2014 ↗Form D/A · May 20, 2015 ↗Chris McKinzie — PartnerFacts page ↗Liberty Wealth Protection Fund, L.P. — PartnerFacts page ↗
Sources
Note · May 31, 2012 – May 21, 2013

Offering amount changed between filings — Liberty Wealth Protection Fund, L.P.

The May 31, 2012 filing says $50,000,000 offered; the May 21, 2013 Form D/A says an indefinite amount.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D/A (earlier) · May 31, 2012 ↗Form D/A (later) · May 21, 2013 ↗Liberty Wealth Protection Fund, L.P. — PartnerFacts page ↗
Sources
Note · May 1, 1988 – May 20, 2015

6 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Liberty Wealth Protection Fund, L.P. (latest filing May 20, 2015) · No amendment in the last 12 months on an offering that may still be open — LIBERTY COMPOSITE FUND A LIMITED PARTNERSHIP (latest filing May 20, 2015) · No amendment in the last 12 months on an offering that may still be open — Liberty Commodity Partners L P (latest filing May 20, 2015) · No amendment in the last 12 months on an offering that may still be open — LIBERTY PIONEER FUND A LP (latest filing May 20, 2014) · No amendment in the last 12 months on an offering that may still be open — LIBERTY GLOBAL FUND , A LIMITED PARTNERSHIP (latest filing May 20, 2014) · and 1 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · May 20, 2015 ↗Liberty Wealth Protection Fund, L.P. — PartnerFacts page ↗Form D/A · May 20, 2015 ↗LIBERTY COMPOSITE FUND A LIMITED PARTNERSHIP — PartnerFacts page ↗
Sources
Note · Oct 13, 2010 – May 26, 2011

4 address changes between filings

Address moved from Dallas, TX to Colleyville, TX — Liberty Wealth Protection Fund, L.P. · Address moved from Dallas, TX to Colleyville, TX — LIBERTY COMPOSITE FUND A LIMITED PARTNERSHIP · Address moved from Dallas, TX to Colleyville, TX — Liberty Commodity Partners L P · Address moved from Dallas, TX to Colleyville, TX — LIBERTY GLOBAL FUND , A LIMITED PARTNERSHIP

What this means Businesses move. If you were told one city and the forms say another, ask which is current.

Form D/A · Oct 13, 2010 ↗Form D/A · May 26, 2011 ↗Liberty Wealth Protection Fund, L.P. — PartnerFacts page ↗Form D/A · Feb 8, 2011 ↗
Sources
Note · Apr 18, 2014 – May 20, 2015

Member companies were formed in 2 different states

Texas (5), Illinois (1) — out of 6 member issuers. The odd ones out: Liberty Commodity Partners L P (Illinois).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Liberty — sponsor group page ↗Liberty Commodity Partners L P — PartnerFacts page ↗
Sources
Note · Apr 18, 2013 – Apr 18, 2014

Issuer used a different name before — Clover Leaf Managed Futures Fund, L.P.

SEC records list prior names for this filer: Clover Lef Managed Futures Fund, L.P.. The current name on file is "Clover Leaf Managed Futures Fund, L.P.".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗Clover Leaf Managed Futures Fund, L.P. — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

3 of 6 offerings report sales commissions totalling $1,356,425; 2 report finder's fees totalling $3,221,658; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
May 20, 2015 D/A
Liberty Wealth Protection Fund, L.P.
File 021-135526
$0$0$0None listed on this filingEDGAR ↗
May 20, 2015 D/A
Liberty Commodity Partners L P
File 021-77236
$0 (est.)$38,270 (est.)$0Cetera Advisors LLC BrokerCheck CRD 10299 ↗
via Cetera Advisors LLC (CRD 10299 ↗)

Securities America, Inc. BrokerCheck CRD 10205 ↗
via Securities America, Inc. (CRD 10205 ↗)
EDGAR ↗
May 20, 2015 D/A
LIBERTY COMPOSITE FUND A LIMITED PARTNERSHIP
File 021-127366
$882,024 (est.)$0 (est.)$0Cetera Advisors LLC BrokerCheck CRD 10299 ↗
via Cetera Advisors LLC (CRD 10299 ↗)
EDGAR ↗
May 20, 2014 D/A
LIBERTY GLOBAL FUND , A LIMITED PARTNERSHIP
File 021-127365
$0 (est.)$3,183,388 (est.)$0Cetera Advisors LLC BrokerCheck CRD 10299 ↗
via Cetera Advisors LLC (CRD 10299 ↗)

RBC Capital Markets LLC BrokerCheck CRD 31194 ↗
via RBC Capital Markets LLC (CRD 31194 ↗)
EDGAR ↗
May 20, 2014 D/A
LIBERTY PIONEER FUND A LP
File 021-129550
$287,773 (est.)$0 (est.)$0Cetera Advisors LLC BrokerCheck CRD 10299 ↗
via Cetera Advisors LLC (CRD 10299 ↗)
EDGAR ↗
Apr 18, 2014 D/A
Clover Leaf Managed Futures Fund, L.P.
File 021-195220
$186,628 (est.)$0$0RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗
via RBC Capital Markets, LLC (CRD 31194 ↗)
EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 6 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Liberty in the sources searched.

Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not covered). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗LW Liberty Wealth Protection Fund, L.P.shared people, same business addressCOLLEYVILLE, TXPooled Investment Fund8$14,362,389
offering Indefinite · similar: $155,000–$5,250,000
23
similar: 4–27
$250,000
similar: $1,000–$100,000
2009–2015
EDGAR ↗LC Liberty Commodity Partners L Pshared people, same business addressCOLLEYVILLE, TXPooled Investment Fund8$26,129,374
offering Indefinite · similar: $155,000–$5,250,000
121
similar: 4–27
$250,000
similar: $1,000–$100,000
2010–2015
EDGAR ↗LG LIBERTY GLOBAL FUND , A LIMITED PARTNERSHIPshared people, same business addressCOLLEYVILLE, TXPooled Investment Fund6$10,291,559
offering Indefinite · similar: $155,000–$5,250,000
106
similar: 4–27
$50,000
similar: $1,000–$100,000
2010–2014
EDGAR ↗LC LIBERTY COMPOSITE FUND A LIMITED PARTNERSHIPshared people, same business addressCOLLEYVILLE, TXPooled Investment Fund9$3,102,480
offering Indefinite · similar: $155,000–$5,250,000
28
similar: 4–27
$50,000
similar: $1,000–$100,000
2010–2015
EDGAR ↗CL Clover Leaf Managed Futures Fund, L.P.shared peopleCOLLEYVILLE, TXPooled Investment Fund3$13,530,000
offering $75,000,000 · similar: $155,000–$5,250,000
25
similar: 4–27
$250,000
similar: $1,000–$100,000
2013–2014
EDGAR ↗LP LIBERTY PIONEER FUND A LPshared people, same business addressCOLLEYVILLE, TXPooled Investment Fund2$12,430,477
offering Indefinite · similar: $155,000–$5,250,000
98
similar: 4–27
$50,000
similar: $1,000–$100,000
2013–2014

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗May 20, 2015Liberty Wealth Protection Fund, L.P.D/APooled Investment FundIndefinite$14,362,389
EDGAR ↗May 20, 2015Liberty Wealth Protection Fund, L.P.D/APooled Investment FundIndefinite$14,362,389
EDGAR ↗May 20, 2015LIBERTY COMPOSITE FUND A LIMITED PARTNERSHIPD/APooled Investment FundIndefinite$2,350,490
EDGAR ↗May 20, 2015LIBERTY COMPOSITE FUND A LIMITED PARTNERSHIPD/APooled Investment FundIndefinite$2,350,490
EDGAR ↗May 20, 2015Liberty Commodity Partners L PD/APooled Investment FundIndefinite$26,129,374
EDGAR ↗May 20, 2015Liberty Commodity Partners L PD/APooled Investment FundIndefinite$26,129,374
EDGAR ↗May 20, 2014LIBERTY PIONEER FUND A LPD/APooled Investment FundIndefinite$12,430,477
EDGAR ↗May 20, 2014Liberty Wealth Protection Fund, L.P.D/APooled Investment FundIndefinite$14,178,087
EDGAR ↗May 20, 2014LIBERTY COMPOSITE FUND A LIMITED PARTNERSHIPD/APooled Investment FundIndefinite$2,350,490
EDGAR ↗May 20, 2014LIBERTY GLOBAL FUND , A LIMITED PARTNERSHIPD/APooled Investment FundIndefinite$10,291,559
EDGAR ↗May 20, 2014Liberty Commodity Partners L PD/APooled Investment FundIndefinite$26,069,374
EDGAR ↗Apr 18, 2014Clover Leaf Managed Futures Fund, L.P.D/APooled Investment Fund$75,000,000$13,530,000
EDGAR ↗May 21, 2013Liberty Wealth Protection Fund, L.P.D/APooled Investment FundIndefinite$14,178,087
EDGAR ↗May 21, 2013LIBERTY PIONEER FUND A LPD/APooled Investment FundIndefinite$12,430,477
EDGAR ↗May 21, 2013LIBERTY GLOBAL FUND , A LIMITED PARTNERSHIPD/APooled Investment FundIndefinite$10,291,559
EDGAR ↗May 20, 2013LIBERTY COMPOSITE FUND A LIMITED PARTNERSHIPD/APooled Investment FundIndefinite$2,350,490
EDGAR ↗May 20, 2013Liberty Commodity Partners L PD/APooled Investment FundIndefinite$26,069,374
EDGAR ↗Apr 19, 2013Clover Leaf Managed Futures Fund, L.P.D/APooled Investment Fund$75,000,000$8,710,000
EDGAR ↗Apr 18, 2013Clover Leaf Managed Futures Fund, L.P.DPooled Investment Fund$75,000,000$8,710,000
EDGAR ↗May 31, 2012Liberty Wealth Protection Fund, L.P.D/APooled Investment Fund$50,000,000$13,825,829
EDGAR ↗May 25, 2012LIBERTY COMPOSITE FUND A LIMITED PARTNERSHIPD/APooled Investment FundIndefinite$2,350,490
EDGAR ↗May 25, 2012LIBERTY COMPOSITE FUND A LIMITED PARTNERSHIPD/APooled Investment FundIndefinite$2,350,490
EDGAR ↗May 25, 2012LIBERTY GLOBAL FUND , A LIMITED PARTNERSHIPD/APooled Investment FundIndefinite$10,291,559
EDGAR ↗May 25, 2012Liberty Commodity Partners L PD/APooled Investment FundIndefinite$25,919,374
EDGAR ↗May 26, 2011Liberty Wealth Protection Fund, L.P.D/APooled Investment Fund$50,000,000$12,680,000
EDGAR ↗May 26, 2011LIBERTY COMPOSITE FUND A LIMITED PARTNERSHIPD/APooled Investment FundIndefinite$3,102,480
EDGAR ↗May 26, 2011LIBERTY GLOBAL FUND , A LIMITED PARTNERSHIPD/APooled Investment FundIndefinite$10,291,559
EDGAR ↗May 26, 2011Liberty Commodity Partners L PD/APooled Investment FundIndefinite$25,173,335
EDGAR ↗Feb 8, 2011LIBERTY COMPOSITE FUND A LIMITED PARTNERSHIPD/APooled Investment FundIndefinite$3,102,480
EDGAR ↗Feb 8, 2011LIBERTY GLOBAL FUND , A LIMITED PARTNERSHIPD/APooled Investment FundIndefinite$10,291,559
EDGAR ↗Feb 8, 2011Liberty Commodity Partners L PD/APooled Investment FundIndefinite$25,173,335
EDGAR ↗Oct 13, 2010Liberty Wealth Protection Fund, L.P.D/APooled Investment Fund$50,000,000$12,680,000
EDGAR ↗Feb 8, 2010LIBERTY COMPOSITE FUND A LIMITED PARTNERSHIPD/APooled Investment FundIndefinite$3,102,480
EDGAR ↗Feb 8, 2010LIBERTY GLOBAL FUND , A LIMITED PARTNERSHIPD/APooled Investment FundIndefinite$10,291,559
EDGAR ↗Feb 8, 2010Liberty Commodity Partners L PD/APooled Investment FundIndefinite$24,573,335
EDGAR ↗Oct 22, 2009Liberty Wealth Protection Fund, L.P.DPooled Investment Fund$50,000,000$1,350,000

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing May 20, 2015. Industry history, as reported on each offering's latest filing: All 6 offerings reported: Pooled Investment Fund (2009–2013).

People across the group

NameRolesIssuers hereFirst → last listed
CM Chris McKinzieDirector, Executive Officer6Oct 22, 2009 → May 20, 2015
CC Craig CaudleDirector, Executive Officer, Promoter6Oct 22, 2009 → May 20, 2015
DH David HedreenDirector6Feb 8, 2010 → May 20, 2015
WS William SachsExecutive Officer, Director6Feb 8, 2010 → May 20, 2014
WA William ArenzExecutive Officer, Director3May 20, 2015 → May 20, 2015
JW James C. WardExecutive Officer, Director1Oct 22, 2009 → May 26, 2011
TK Ted KingsberryDirector1Oct 22, 2009 → May 26, 2011
WK Wililam KingsberryDirector1Oct 22, 2009 → May 26, 2011

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Liberty.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Liberty as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Liberty's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #303,497 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

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