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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Freedom Funds Management Co
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|---|---|
| CRD # | 110785 |
| SEC # | 801-28640 |
| CIK # | |
| AUM | $1.8 B (2024-12-02) |
| Employees | 8 (38% Investors, 38% Brokers) |
| Phone | 303-572-6990 |
| Address | 1200 17th St Denver, CO 80202-5808 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 1,831.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 1,831.0 |
| By Discretionary | ||
| Discretionary | 1 | 1,831.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 1,831.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,831.0 | |
| United States Persons | 0.0 | |
| Total | 1 | 1,831.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Samsara Biocapital LLC
✚
|
1.9 | |
|
LPC Realty Advisors I LLC
✚
|
IL | 1.9 |
|
Ashmore Investment Advisors Limited
✚
|
1.9 | |
|
Crescent Cap Advisors LLC
✚
|
CA | 1.9 |
|
Motley Fool Asset Management LLC
✚
|
VA | 1.8 |
|
Lattice Strategies LLC
✚
|
PA | 1.8 |
|
Swift Creek Real Estate Partners LLC
✚
|
TX | 1.8 |
|
Impactassets Capital Partners PB LLC
✚
|
MD | 1.8 |
|
I80 Group LP
✚
|
NY | 1.8 |
|
TCG Crossover Management LLC
✚
|
CA | 1.8 |