FREEDOM 3 CAPITAL LLC

RIASEC RegisteredEst. 2014

Total AUM

$1.1B

Discretionary

$1B

95% of AUM

Avg account

$39.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 170786
Registered since: May 23, 2014
Website: freedom3.com
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles93.68%
Other5.97%
Insurance Companies0.35%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Freedom 3 Capital LLC is an SEC-registered investment adviser organized as an LLC and classified as a private equity fund manager. Registered in 2014, the firm serves an institutional client base and provides portfolio management across individuals/small businesses, pooled investment vehicles, and business or institutional clients. It operates as sponsor and general partner/managing member for pooled vehicles rather than acting as a pure capital allocator. The firm's fee schedule includes percentage-of-AUM fees, performance-based fees, and other fee arrangements. Freedom 3 does not identify as an active ESG investor and is not a multi-state or newly formed adviser.