FREEDOM STREET PARTNERS
FSP RIA LLC Legal Name
Adviser information for FREEDOM STREET PARTNERS last updated from Form ADV on March 9th, 2023. 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 |
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Fiscal Year End | DECEMBER |
Legal Location | Virginia, United States |
Employees
Total Number of Employees | 1 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 0 | $0 |
Non-Discretionary | 0 | $0 |
Total | 0 | $0 |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
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 | 0 | $0 |
Charitable organizations | 0 | $0 |
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 | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-127622 |
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SEC ERA File Number | 801-127622 |
SEC CIK Numbers | None |
SEC CRD Numbers | 325302 |
Legal Entity Identifier | None |
Principal Office
1214 PROGRESSIVE DRIVESUITE 200
CHESAPEAKE
VA
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: (757) 977-0998, Fax: None
Chief Compliance Officer
ANDREA L. MCMURRAN
448 VIKING DRIVE
SUITE 230
VIRGINIA BEACH
VA
United States
Tel:
(757) 333-7676
A*****@*********M
(Full email address available in API data)
Regulatory Contact
VALERIE RIVERA
CHIEF OPERATING OFFICER
1214 PROGRESSIVE DRIVE
SUITE 200
CHESAPEAKE
VA
United States
Tel:
(757) 977-0998
V******@************************M
(Full email address available in API data)
Industry Affiliates
MONACO CAPITAL MANAGEMENT, LLC | Other investment adviser, including financial planners |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
GREGORY, ANDREW, CHRISTOPHER | Individual | – | MEMBER | 02/2023 | 25-50% |
DANNER, SCOTT, WAYNE | Individual | – | MANAGING MEMBER | 02/2023 | 50-75% |
SLOAT, REED, ANTHONY | Individual | – | MEMBER | 02/2023 | 10-25% |
MCMURRAN, ANDREA, LEE | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2023 | < 5% |