Freeboard Capital LLC

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Assets, Funds, Holdings

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Freeboard Capital LLC
CRD #167222
SEC #801-110076
CIK #
AUM $112.0 MM (2024-03-18)
Employees 2 (50% Investors, 0% Brokers)
Phone312-961-7149
Address10655 Meadow Lane
Sister Bay, WI 54234
Source [IAPD] [Website]
Total AUM ($MM)
16012896643202009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 15 112.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 15 112.0
By Discretionary
Discretionary 15 112.0
Non-Discretionary 0 0.0
Total 15 112.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 112.0
Total 15 112.0
Comparable Firms State AUM ($BB)
Safe Harbor Fiduciary LLC
FL 0.1
Prince Asset Management Inc
FL 0.1
Parrish Capital LLC
GA 0.1
Dover Investment Advisory Corporation
MA 0.1
Cyr Financial Inc
IL 0.1
Capital View Wealth Management LLC
IA 0.1
Rydar Equities Inc
TX 0.1
Pointer Financial Advisors LLC
MD 0.1
Symphony Wealth Management LLC
FL 0.1
Catherine Avery Investment Management LLC
FL 0.1
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