Freitag Capital LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
298349
Registered since
November 13, 2019

Firm profile

FINTRX

Overview

Freitag Capital LLC is organized as a limited liability company and has been SEC-registered as an investment adviser since 2019. FINTRX classifies the firm as unclassified and indicates ownership ties to a domestic entity and an individual. Available records show the adviser is not registered as a multi-state adviser, does not identify as a capital allocator, and is not designated as a pension consultant or related adviser. Freitag Capital is not listed as an active ESG investor. Public disclosures about the firm’s advisory services, target client segments, fee arrangements, and specific investment approach are minimal. That lack of detail in FINTRX suggests Freitag Capital either operates with a narrow or private client footprint or has chosen limited public reporting about its business model.

Assets & Accounts

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

Owners & executives

2 of 2
  • Anna Freitag

    Chief Financial Officer & Chief Operations OfficerCRD 4242091

  • John Bedell

    ContractorCRD 7234666

Contacts

1 of 1
  • Sebastian Freitag

    Sebastian Freitag

    Managing DirectorCRD 2918381

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
75 State St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth