Freeman Capital Management, LLC (Rawai, Phuket)

Name: Freeman Capital Management, LLC
Address: 28/22 Soi Naya, Moo 1, Rawai, Phuket, 83100
Telephone: 503-616-3850

Freeman Capital Management, LLC is an adviser based in Rawai, Phuket. It manages $6.4 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Oregon.

Freeman Capital Management provides financial planning services, portfolio management for individuals and small businesses, educational seminars and workshops, and research reports. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Freeman Capital Management: assets under management

The assets under management (AUM) of Freeman Capital Management, LLC is $6.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 83% since the beginning of its operation, and $1.5 million of the total AUM is attributable to clients outside of the United States.

The firm manages $6.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $304.76 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 90% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 10% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Freeman Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and subscription fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Freeman Capital Management serves?

The only and largest group of clients of Freeman Capital Management is individuals with 19 clients and $6.4 million of assets under management. Among the 3 most similar advisory firms, Freeman Capital Management has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $6.4 million for 19 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 25% of the firm’s clients are foreign persons or businesses.

Freeman Capital Management doesn't advise any private funds.

Careers at Freeman Capital Management, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald Edward Freeman	Chief compliance officer/managing member	1 Oct 2004	75% - 100%	4866393

Based in Rawai, Phuket

The principal office where Freeman Capital Management, LLC performs its advisory services is located at 28/22 Soi Naya, Moo 1, Rawai, Phuket, 83100, which is also the mailing address of the firm. An additional office of the firm is in Portland, OR. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 503-616-3850. The normal business hours are 8:30am-4:00pm on Monday - Friday. You can find more information about the New York firm at freemancapital.net.