United States · What does Freedom Financial Partners invest in?
Freedom Financial Partners says it invests in Advice and Impact Investing.
Freedom Financial Partners highlights
- 01
1 rounds on record
- 02
1 exits from the portfolio
What they do
- Type
- Wealth manager (from a list, unverified)
- Cheque size
- Not stated
- Sectors
- AdviceImpact Investing
- Based in
- Encino, United States
- Cold pitches
- Not stated
The record
Every round we can evidence, newest first1 appearances
- 2009
1 round
- Jul
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration3 named
JSJohn Stephen SchwalbachCo-PresidentiForm ADV
JGJonathan Gregory HolmgrenChief Compliance OfficeriForm ADV
TTTrever Thomas ChristianCo-PresidentiForm ADV
We also hold 5 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$378Massets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Freedom Financial Partners LLC
- SEC number
- CRD 327560
Exits from the portfolio
Companies it backed that were later bought or listed1 in all
Home-AccountBought by Bills.comUndisclosedJul 2010
An exit counts when it came after the firm's first round in the company. From historical deal records.