Freeman Spogli
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 156819
- Registered since
- March 30, 2012
- Website
- www.freemanspogli.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Freeman Spogli operates as a limited partnership that functions primarily as a private equity manager and sponsor of pooled investment vehicles. The firm is registered with the SEC (since 2012) and serves an institutional client base rather than individual retail investors. It provides portfolio management for pooled vehicles and fulfills GP/sponsor and managing-member roles in its funds, rather than acting as a pure capital allocator. Fee arrangements include a percentage-of-assets component along with other fee structures. The firm reports that it incorporates ESG considerations into its investment approach.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Xavier Corzo
Chief Financial Officer & Chief Compliance OfficerCRD 6458662
John Roth
Partner and Chief Executive OfficerCRD 6028765
Contacts
3 of 9
Shaun Caesar
PartnerCRD 5559491
Shannon Foote
PartnerCRD 5551805

Christian Johnson
PartnerCRD 4213075
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 11100 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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