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
Fiscal Year End DECEMBER
Legal Location Virginia, United States

Employees

Total Number of Employees 1
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
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
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-127622
SEC ERA File Number 801-127622
SEC CIK Numbers None
SEC CRD Numbers 325302
Legal Entity Identifier None

Principal Office

1214 PROGRESSIVE DRIVE
SUITE 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
(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
(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
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%

No. Employees, Historic

1050202320241 on 3/9/2023

RAUM, Historic

000202320240 on 3/9/2023