FREESTONE GROVE PARTNERS LP
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 328089
- Registered since
- January 2, 2024
- Fee structure
- Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Freestone Grove Partners LP is a limited partnership organized as a hedge fund and registered with the SEC in 2024. The firm serves institutional clients and charges performance-based (and other) fees. It functions as a CPO/CTA and provides portfolio management for pooled investment vehicles, while also acting as an adviser/sponsor and general partner or managing member of its pooled vehicles. Ownership is recorded as a mix of a domestic entity and an individual. The firm identifies as an active ESG investor, and it does not position itself as a capital allocator to external mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
3 of 4TODD BARKER
Chief Executive Officer & Chief Investment OfficerCRD 4429524
NAOZER DADACHANJI
President, Chief Operating OfficerCRD 4297282
RAVI PAIDIPATY
Deputy Chief Investment OfficerCRD 4560494
Contacts
2 of 2SANTIAGO MORILLO
Limited PartnerCRD 6028477
DARIN SADOW
General CounselCRD 4972993
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$1.4B in ETFs
100%
$1.4B
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $789M | 1,319,752 | 54.70% |
Location
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 1 Market Plz
- Time zone
- PT (UTC-8)
- Office locations
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