Freeboard Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 167222
- Registered since
- March 6, 2017
- Website
- www.freeboardcapital.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Freeboard Capital, LLC is a small, SEC‑registered investment adviser that began registration in 2017 and operates as a limited liability company. The firm is classified as a non‑independent retail RIA and lists broker‑dealer activity among its business lines. Its advisory work focuses on portfolio management for individual and small business clients, and its stated client base is individuals and families. Ownership is under an individual principal rather than a corporate or institutional owner. Fee arrangements include asset‑based fees, fixed fees and the potential for performance‑based compensation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Cash & Cash Equivalents18%
- Derivatives6%
Contacts
2 of 2
Robert Treleven
Managing MemberCRD 2783739
John Burnside
ChairmanCRD 2175730
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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