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 hedge-fund structured limited partnership that registers with the SEC (registered in 2024) and targets institutional investors. The firm operates as a pool manager—serving as an adviser, sponsor and general partner for pooled investment vehicles—and is registered to offer commodity pool or trading adviser services. Its compensation model includes performance-based fees. The firm identifies itself as an active ESG investor and is owned by a domestic entity/individual.
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
Todd Barker
Chief Executive Officer & Chief Investment OfficerCRD 4429524
Naozer Dadachanji
President, Chief Operating OfficerCRD 4297282
Ravi Paidipaty
Deputy Chief Investment OfficerCRD 4560494
Contacts
2 of 2Santiago Morillo
Limited PartnerCRD 6028477
Darin Sadow
General CounselCRD 4972993
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
- 1 Market Plz
- Time zone
- PT (UTC-8)
- Office locations
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