FREEMAN SPOGLI

Overview

Freeman Spogli is organized as a limited partnership that operates as a private equity adviser to pooled investment vehicles. The firm serves an institutional client base and acts as sponsor and manager of closed-end private equity funds, performing portfolio management for those pooled vehicles. Freeman Spogli charges fees tied to assets under management and related fee arrangements, and it reports being an active ESG investor, indicating that environmental, social and governance factors are incorporated into investment screening, due diligence and ongoing portfolio oversight. Regulatory and organizational details show the adviser has been registered with the SEC since 2012 and is structured to serve institutional limited partners. The firm does not present itself as a multi-state adviser or a pension consultant; instead its activity profile emphasizes private equity fund sponsorship and GP-level responsibilities for its vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices