Freeman Spogli Management Co., L.P. is a large advisory firm based in Los Angeles. It manages $3.71 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of California.
Freeman Spogli Management Co. provides portfolio management for pooled investment vehicles. 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 Freeman Spogli Management Co., L.P. is $3.71 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 230% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Freeman Spogli Management Co., L.P. for their services and products based on a percentage of assets under management. 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.
The only and largest group of clients of Freeman Spogli Management Co. is pooled investment vehicles with 9 clients and $3.71 billion of assets under management. Among the 7 most similar advisory firms, Freeman Spogli Management Co. has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $3.71 billion for 9 clients. None of the firm’s clients are foreign persons or businesses.
Freeman Spogli Management Co. also advises several private funds. Namely, nine private equity funds. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.
The company employs 21 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives 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.
The principal office where Freeman Spogli Management Co., L.P. performs its advisory services is located at 11100 Santa Monica Blvd, Los Angeles, CA 90025, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-444-1822 or by fax 310-444-1871. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at freemanspogli.com.