|
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| Freedom Value Partners LLC
✚
|
|
|---|---|
| CRD # | 330875 |
| SEC # | 801-136711 |
| CIK # | |
| AUM | $119.1 M (2026-06-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 913-558-2054 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 5.8 |
| (b) Individuals (high net worth individuals) | 22 | 59.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 49.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 4.8 |
| (n) Other | 0 | 0.0 |
| Total | 95 | 119.1 |
| By Discretionary | ||
| Discretionary | 95 | 119.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 95 | 119.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.1 | |
| Total | 95 | 119.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Abacus Capital Advisors LLC
✚
|
FL | 0.1 |
|
Yunistone Investment Group LLC
✚
|
IL | 0.1 |
|
Enspire Wealth Management LLC
✚
|
CA | 0.1 |
|
Rheeco Inc
✚
|
MA | 0.1 |
|
Greenport Capital Advisors LLC
✚
|
MA | 0.1 |
|
Singer Wealth Management LLC
✚
|
0.1 | |
|
Baer Investment Advisory LLC
✚
|
0.1 | |
|
Ridgegate Advisors LLC
✚
|
CO | 0.1 |
|
Riley S Crosbie Advisory LLC
✚
|
UT | 0.1 |
|
Charmarline Wealth Management LLC
✚
|
VA | 0.1 |