Freeport Financial Partners LLC

RIASEC RegisteredEst. 2013
Total AUM
$4.1B
Discretionary
$4.1B
100% of AUM
Avg account
$214M
Accounts
19
Employees
24
Advisory reps
4

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

FINTRX

Overview

Freeport Financial Partners LLC is an SEC-registered investment adviser organized as an LLC and operating since 2013. The firm is classified as a hedge fund manager that serves an institutional client base and concentrates on managing pooled investment vehicles. Its advisory model combines management of proprietary pooled funds with sponsor/GP activity; FINTRX lists the firm as a sponsor or managing member of pooled vehicles and as having broker-dealer and CPO/CTA affiliations as well. The firm charges a combination of percentage-of-assets and performance-based fees, and it reports no active ESG investing program. Freeport is not described as a multi-state or newly formed adviser and is not identified as a capital allocator in the source data.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Joseph Walker

    Joseph Walker

    Managing DirectorCRD 6127494

  • Stephen Papalas

    Stephen Papalas

    Managing DirectorCRD 6131923

  • Joshua Howie

    Joshua Howie

    Managing DirectorCRD 6129089

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth