|
⚲
|
| Freedom Financial Asset Management LLC
✚
| |
|---|---|
| CRD # | 170229 |
| SEC # | 801-110711 |
| CIK # | |
| AUM | $758.0 MM (2024-06-14) |
| Employees | 17 (6% Investors, 0% Brokers) |
| Phone | 650-954-2444 |
| Address | 1875 South Grant Street San Mateo, CA 94402 |
| Source | [IAPD] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| 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 | 758.0 |
| 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) | 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 | 758.0 |
| (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 | 758.0 |
| By Discretionary | ||
| Discretionary | 1 | 758.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 758.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 758.0 | |
| Total | 1 | 758.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Michael Freedman | 7 | ||
| Matthew Mason | 2 | ||
| Freedom Financial Asset Management LLC | 2 | ||
| Joseph Toms | 2 | ||
| Robert Linderman | 2 | ||
| Cale Coons | 1 |
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|---|---|---|
|
Oaktop Capital Management II LP
✚
|
NJ | 0.8 |
|
Willing Capital Management Limited
✚
|
0.8 | |
|
Crow's Nest Holdings LP
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|
VA | 0.8 |
|
Sirios Capital Management LP
✚
|
MA | 0.8 |
|
Two SEAS Capital LP
✚
|
NY | 0.8 |
|
Park Presidio Capital LLC
✚
|
CA | 0.8 |
|
Teza Capital Management LLC
✚
|
IL | 0.8 |
|
Roscommon Analytics LLC
✚
|
NY | 0.8 |
|
Telemark Asset Management LLC
✚
|
MA | 0.8 |
|
Bornite Capital Management LP
✚
|
NY | 0.8 |