Freedom Iii Capital LLC is a mid-sized advisory firm based in New York. It manages $26 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2014.
Freedom Iii Capital provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Freedom Iii Capital LLC is $26 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Freedom Iii Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Freedom Iii Capital LLC performs its advisory services is located at 1185 Avenue Of The Americas, 30 Th Floor, New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (212) 235-2161 or by fax (646) 557-5101. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at freedomiiipartners.com.