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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • JOSEPH WALKER

    Managing DirectorCRD 6127494

  • STEPHEN PAPALAS

    Managing DirectorCRD 6131923

  • JOSHUA HOWIE

    Managing DirectorCRD 6129089

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth