FREESTYLE CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN RAFAEL, California
CRD number
163087
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

Freestyle Capital Management, LLC operates primarily as a private fund manager rather than as a traditional advisory firm serving retail or high-net-worth individual advisory clients. Registered with the SEC in 2012 and organized as a limited liability company with individual ownership, the firm acts as sponsor, general partner and managing member for pooled investment vehicles. It does not report client advisory AUM or broad advisory account activity and is not identified as an active ESG investor or a multi-state adviser. The firm’s activity is concentrated on fund-based investing, with a clear emphasis on venture capital strategies. Its structure and regulatory footprint point to a manager that sources, structures and governs private fund vehicles rather than running separate managed accounts or providing broad-based financial planning services.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

2 of 2
  • DAVID SAMUEL

    Co-Founder and General PartnerCRD 6048410

  • Jennifer Lefcourt

    PartnerCRD 6638084

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN RAFAEL, CA

MARIN

Location

SAN RAFAEL, CA

Headquartered in SAN RAFAEL, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
454 Las Gallinas Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth