FREEDOM FAMILY OFFICE, LLC
Adviser information for FREEDOM FAMILY OFFICE, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 13 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 163 | $140.0M |
| Non-Discretionary | 0 | $0 |
| Total | 163 | $140.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 38 | $10.9M |
| HNW Individuals | 37 | $73.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 6 | $1.1M |
| Charitable organizations | 1 | $1.1M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 13 | $53.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 17 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)FAMILY OFFICE SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesTHIRD PARTY ADVISER REFERRAL FEES |
Identifiers
| SEC RIA File Number | 801-119576 |
|---|---|
| SEC ERA File Number | 801-119576 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 310275 |
| Legal Entity Identifier | None |
Principal Office
12178 NW 69 COURTPARKLAND
FL
United States
Monday - Friday, BY APPOINTMENT
Tel: (855) 540-0400, Fax: (855) 540-0401
Chief Compliance Officer
RONALD ROSENFARB
151 CALLE SAN FRANCISCO
SUITE 200
SAN JUAN
PR
United States
Tel:
646-408-3645
R**@**********************M
(Full email address available in API data)
Regulatory Contact
PETER F. CULVER
MANAGING MEMBER
166 EAST 61ST STREET
SUITE 6B
NEW YORK
NY
United States
Tel:
(855) 540-0400
Fax:
(855) 540-0401
P****@**********************M
(Full email address available in API data)
Industry Affiliates
| FREEDOM ADVENTURES, INC. | Sponsor, GP, manager of pooled investment vehicles |
| FREEDOM WEALTH ADVISORS, LLC | Other investment adviser, including financial planners |
| IWM ADVISORS, LLC | Other investment adviser, including financial planners |
| NOAH ROSENFARB | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| FREEDOM OPPORTUNITY FUND, LLC | Real Estate Fund | $4.9M | $0.1M | 5 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| THE FREEDOM LEGACY TRUST (IRREVOCABLE) | Domestic Entity | – | MANAGING MEMBER | 07/2020 | > 75% |
| ROSENFARB, RONALD, GABRIEL | Individual | THE FREEDOM LEGACY TRUST (IRREVOCABLE) | TRUSTEE | 07/2020 | |
| INTERMOUNTAIN FIDUCIARY SERVICES INC. | Domestic Entity | THE FREEDOM LEGACY TRUST (IRREVOCABLE) | TRUSTEE | 07/2020 | |
| ROSENFARB, RONALD, GABRIEL | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2023 | < 5% |