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 an SEC-registered limited liability company offering broker-dealer services and portfolio management for individuals and small businesses. The firm, registered in 2017 and owned by an individual, serves a private client base rather than institutional allocators. Its fee arrangements include percentage-of-AUM billing, fixed fees and performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
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
Asset composition
- Exchange Traded Equities82%
- Cash & Cash Equivalents18%
- Derivatives6%
Contacts
2 of 2ROBERT 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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