FREEPORT FINANCIAL PARTNERS LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 166682
- Registered since
- May 7, 2013
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Freeport Financial Partners LLC is an SEC-registered hedge fund adviser that focuses on managing pooled investment vehicles for institutional clients. The firm operates primarily as an active manager and sponsor/GP of pooled funds rather than as a broad capital allocator. Its advisory work centers on portfolio management for those pooled vehicles, and its commercial model combines a percentage-of-AUM fee with performance-based fees typical of hedge fund structures. The firm maintains a narrow institutional client base and concentrates on products that sit on-balance within its managed funds. It has related industry roles that include broker-dealer affiliations, operation as an investment adviser beyond the primary entity, and registration as a CPO/CTA in addition to acting as sponsor or managing member of pooled investment vehicles. Freeport is not positioned as an ESG investor and is not registered as a multi-state adviser.
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
Contacts
3 of 4JOSEPH WALKER
Managing DirectorCRD 6127494
STEPHEN PAPALAS
Managing DirectorCRD 6131923
JOSHUA HOWIE
Managing DirectorCRD 6129089
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 200 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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