Freshford Capital Management, LLC

CRD#158448
Investment Advisor Firm

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Learn more about Freshford Capital Management, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • Office Locations
  • Overview

    Freshford Capital Management, LLC operates as a financial advisor company headquartered in Port Chester, New York. The firm has $958.8 million in assets throughout four accounts, placing it among the larger investment advisory firms in the nation by assets under management (AUM). Freshford Capital Management, LLC has a small team, including 6 financial advisors. Freshford Capital Management, LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets such as bonds, options and equities.

    Freshford Capital Management, LLC oversees all of its accounts on a discretionary basis. Discretionary management means that buy and sell judgments for the client's account are made by an investment advisor without needing to seek client permission. The firm oversees about $239.7 million in assets for each customer account. The average financial advisor at Freshford Capital Management, LLC manages fewer than one client account, making it one of the most personalized firms in the country.

    The firm's main office is at 800 Westchester Avenue, Port Chester, New York 10573.

    Assets Under Management

    $958.8 million

    Number of Advisors

    6

    Disclosures

    No

    Office Location

    800 Westchester Avenue
    Port Chester, NY 10573

    Freshford Capital Management, LLC by the Numbers

    Total Assets Under Management

    $958.8 million

    National Average: $8.6 billion
    Total Number of Employees

    11

    National Average: 64
    Total Number of Accounts

    4

    National Average: 375,227
    Average Account Size

    $239.7 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors vary depending on which service is offered. However, fee types billed by the company most likely include some combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Freshford Capital Management, LLC.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    Freshford Capital Management, LLC provides services to pooled investment vehicles. Out of its four clients, Freshford Capital Management, LLC's largest client type is pooled investment vehicles. Around 50% of its clients are represented by 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

    Freshford Capital Management, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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