FREESTONE GROVE PARTNERS LP
Adviser information for FREESTONE GROVE PARTNERS LP last updated from Form ADV on November 7th, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 45 |
|---|---|
| Investment Advisory/Research | 17 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-129178 |
|---|---|
| SEC ERA File Number | 801-129178 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 328089 |
| Legal Entity Identifier | None |
Principal Office
ONE MARKET PLAZA, STEUART TOWER,SUITE 900
SAN FRANCISCO
CA
United States
Monday - Friday, 8:00 AM - 5:00PM
Tel: 415-453-9151, Fax: 415-453-9151
Chief Compliance Officer
DARIN SADOW
GENERAL COUNSEL
ONE MARKET PLAZA, STEUART TOWER,
SUITE 9000
SAN FRANCISCO
CA
United States
Tel:
415-453-9151
D**********@**********M
(Full email address available in API data)
Industry Affiliates
| FGP REDWOOD GP LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| FGP REDWOOD MASTER FUND LP | Hedge Fund | $0.0M | $250.0M | 0 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FREESTONE GROVE GP LLC | Domestic Entity | – | GENERAL PARTNER | 02/2023 | < 5% |
| BARKER, TODD, KEEFE | Individual | – | LIMITED PARTNER, CEO, CIO | 02/2023 | 50-75% |
| MORILLO, SANTIAGO, DANIEL | Individual | – | LIMITED PARTNER, HEAD OF QUANTITATIVE STRATEGIES | 02/2023 | 10-25% |
| PAIDIPATY, RAVI, KRISHNA | Individual | – | LIMITED PARTNER, DEPUTY CIO | 02/2023 | 10-25% |
| DADACHANJI, NAOZER, DARA | Individual | – | LIMITED PARTNER, PRESIDENT, COO | 02/2023 | 5-10% |
| DEGRACA, PATRICK, LESLIE | Individual | – | CFO, HEAD OF OPERATIONS | 08/2023 | < 5% |
| SADOW, DARIN, SCOTT | Individual | – | GENERAL COUNSEL, CCO | 06/2023 | < 5% |
| BARKER, TODD, KEEFE | Individual | FREESTONE GROVE GP LLC | MEMBER/MANAGER | 02/2023 | 50-75% |