Freestone Grove Partners LP
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 328089
- Registered since
- January 2, 2024
- Website
- fgrovep.com
- Fee structure
- Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Freestone Grove Partners LP is a limited partnership that operates as a hedge fund focused on institutional clients. The firm registered with the SEC in 2024 and primarily provides portfolio management for pooled investment vehicles while also operating in a CPO/CTA capacity. Its compensation structure includes performance-based fees in addition to other fee arrangements. The firm identifies as an active ESG investor and lists roles that include acting as sponsor, general partner, and managing member of pooled vehicles. Freestone Grove Partners LP is not listed as a multi-state adviser or a pension consultant and is classified as serving institutional mandates rather than retail households.
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
Owners & executives
3 of 4
Ravi Paidipaty
Deputy Chief Investment OfficerCRD 4560494
Todd Barker
Chief Executive Officer & Chief Investment OfficerCRD 4429524
Naozer Dadachanji
President, Chief Operating OfficerCRD 4297282
Contacts
2 of 2
Darin Sadow
General CounselCRD 4972993
Santiago Morillo
Limited PartnerCRD 6028477
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$2.1B in ETFs
100%
$2.1B
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $1.1B | 1,413,000 | 50.02% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 101 California St
- Time zone
- PT (UTC-8)
- Office locations
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