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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Freedom Financial Asset Management LLC
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|---|---|
| CRD # | 170229 |
| SEC # | 801-110711 |
| CIK # | |
| AUM | $116.0 M (2025-03-31) |
| Employees | 14 (7% Investors, 0% Brokers) |
| Phone | 650-954-2444 |
| Address | 1875 South Grant Street San Mateo, CA 94402 |
| Source | [IAPD] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Freedom Consumer Credit Fund LLC - Series A | [2016-07-26] | 25.0 | 21.1 |
| HF | Freedom Consumer Credit Fund LLC - Series B | [2016-07-26] | 353.7 | 116.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 1 | 116.0 |
| (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 | 1 | 116.0 |
| By Discretionary | ||
| Discretionary | 1 | 116.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 116.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.0 | |
| Total | 1 | 116.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Michael Freedman | 8 | ||
| Matthew Mason | 2 | ||
| Robert Linderman | 2 | ||
| Freedom Financial Asset Management LLC | 2 | ||
| Joseph Toms | 2 | ||
| Cale Coons | 1 |
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0.1 |