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Freeboard Capital LLC
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CRD # | 167222 |
SEC # | 801-110076 |
CIK # | |
AUM | $112.0 MM (2024-03-18) |
Employees | 2 (50% Investors, 0% Brokers) |
Phone | 312-961-7149 |
Address | 10655 Meadow Lane Sister Bay, WI 54234 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
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 |
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---|---|---|
Safe Harbor Fiduciary LLC
✚
|
FL | 0.1 |
Prince Asset Management Inc
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|
FL | 0.1 |
Parrish Capital LLC
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|
GA | 0.1 |
Dover Investment Advisory Corporation
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MA | 0.1 |
Cyr Financial Inc
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|
IL | 0.1 |
Capital View Wealth Management LLC
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IA | 0.1 |
Rydar Equities Inc
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TX | 0.1 |
Pointer Financial Advisors LLC
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|
MD | 0.1 |
Symphony Wealth Management LLC
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|
FL | 0.1 |
Catherine Avery Investment Management LLC
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|
FL | 0.1 |