Freeport Financial Partners LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 166682
- Registered since
- May 7, 2013
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Freeport Financial Partners LLC is an SEC-registered investment adviser organized as an LLC and operating since 2013. The firm is classified as a hedge fund manager that serves an institutional client base and concentrates on managing pooled investment vehicles. Its advisory model combines management of proprietary pooled funds with sponsor/GP activity; FINTRX lists the firm as a sponsor or managing member of pooled vehicles and as having broker-dealer and CPO/CTA affiliations as well. The firm charges a combination of percentage-of-assets and performance-based fees, and it reports no active ESG investing program. Freeport is not described as a multi-state or newly formed adviser and is not identified as a capital allocator in the source data.
Assets & Accounts
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
Contacts
3 of 4
Joseph Walker
Managing DirectorCRD 6127494

Stephen Papalas
Managing DirectorCRD 6131923

Joshua Howie
Managing DirectorCRD 6129089
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 200 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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