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Freeport Financial Partners LLC

● SEC registered since 2013CRD 166682SEC# 801-77952Chicago, IL
Export (members)
Ranks #1,290 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$3.95B
Fund GAV
$1.83B
Private funds
14
Employees
22
Accounts
18
Location
Chicago, IL

Freeport Financial Partners LLC assets under management

Freeport Financial Partners LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2013. It reports $4 billion in regulatory assets under management and employs 22 people. Freeport Financial Partners LLC manages 14 private funds with combined gross assets of $1.8 billion, including Freeport First Lien Loan Fund V LP. By regulatory assets, it ranks 1,290 of 5,911 private fund managers.

Freeport Financial Partners LLC private funds

14 funds · $1.83B GAV
FundTypeGross assetsMin.
Freeport First Lien Loan Fund V LPHedge$495.4M$500K
Freeport First Lien Loan Fund IV LPHedge$415.2M$500K
Freeport Stepstone CC Fund LPHedge$204.7M$500K
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Freeport Financial Partners LLC owners & executives

9 reported
NameTitleOwnershipSince
Joseph Vincent Walker ControlChief Compliance OfficerUnder 5%2012
Joshua Stanley Howie ControlManaging DirectorUnder 5%2012
Matthew M Gerdes ControlManaging DirectorUnder 5%2012
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Frequently asked questions

How much does Freeport Financial Partners LLC manage?

Freeport Financial Partners LLC reports $4 billion in regulatory assets under management on its Form ADV.

How many private funds does Freeport Financial Partners LLC manage?

Freeport Financial Partners LLC manages 14 private funds with combined gross assets of $1.8 billion.

How many employees does Freeport Financial Partners LLC have?

Freeport Financial Partners LLC reports 22 employees.

Where is Freeport Financial Partners LLC located?

Freeport Financial Partners LLC is based in Chicago, IL and has been SEC-registered since 2013.

Does Freeport Financial Partners LLC disclose fund performance?

Freeport Financial Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 South Wacker Drive, Suite 925, Chicago, IL 60606-3916
Phone312-281-4600
Fax312-281-4646
Office hours9:00 Amto 6:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$3.95B
Non-discretionary$0
Total (RAUM)$3.95B

Service providers