Freedom 3 Capital LLC
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Learn more about Freedom 3 Capital LLC
Overview
Freedom 3 Capital LLC operates as a financial advisory firm headquartered in New York, New York. Freedom 3 Capital LLC manages $1.2 billion in assets under management throughout 27 accounts, placing it among the bigger investment advisory firms in the United States by assets under management (AUM). The firm has a small group, including 12 financial advisors. Freedom 3 Capital LLC is not a registered broker-dealer, signifying that it cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial investments like stocks, options and bonds.
Freedom 3 Capital LLC manages all of the company's accounts on a discretionary basis. Discretionary management means that a portfolio manager makes buy and sell judgments without needing the customer's approval. The investment advisory firm's typical account size is $42.7 million. The typical financial advisor at Freedom 3 Capital LLC manages about two client accounts, placing it among the most individualized financial advisor firms in the country.
Freedom 3 Capital LLC's main office is located at Tower 49, New York, New York 10017. Freedom 3 Capital LLC is legally registered to serve clients throughout a few states, including Missouri and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Freedom 3 Capital LLC by the Numbers
$1.2 billion
16
27
$42.7 million
Fee Structure
Financial management fees vary depending on which service is offered. However, fees billed by Freedom 3 Capital LLC can be comprised of the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Freedom 3 Capital LLC provides services to pooled investment vehicles and other. Out of its 27 accounts, Freedom 3 Capital LLC's largest client type by number of accounts is pooled investment vehicles. Around 11% of the firm's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Freedom 3 Capital LLC does not have any disclosures.
Please visit its Form ADV for more details.
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