FREEPORT FINANCIAL PARTNERS LLC
CRD #166682 SEC #801-77952 CHICAGO, IL 312-281-4600
SEC Registered Private Funds
Total AUM
$4B
Discretionary
$4B
Employees
22
Clients
--
Accounts
18
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $4B | $4B | $0 | 22 | 0 |
| Mar 2025 | $4B | $4B | $0 | 22 | 0 |
| Aug 2024 | $3.4B | $3.4B | $0 | 21 | 0 |
| Mar 2024 | $3.4B | $3.4B | $0 | 20 | 0 |
| Mar 2024 | $3.4B | $3.4B | $0 | 20 | 0 |
| Nov 2023 | $2.9B | $2.9B | $0 | 19 | 0 |
| Mar 2023 | $2.9B | $2.9B | $0 | 19 | 0 |
| Aug 2022 | $2.7B | $2.7B | $0 | 20 | 0 |
| May 2022 | $2.7B | $2.7B | $0 | 20 | 0 |
| Mar 2022 | $2.7B | $2.7B | $0 | 20 | 0 |
| Nov 2021 | $2B | $2B | $0 | 18 | 0 |
| Nov 2021 | $2B | $2B | $0 | 18 | 0 |
| Aug 2021 | $2B | $2B | $0 | 18 | 0 |
| Mar 2021 | $2B | $2B | $0 | 18 | 0 |
| Aug 2020 | $1.8B | $1.8B | $0 | 16 | 0 |
| Mar 2020 | $1.8B | $1.8B | $0 | 16 | 0 |
| Mar 2019 | $1.3B | $1.3B | $0 | 14 | 0 |
| Jan 2019 | $1.2B | $1.2B | $0 | 12 | 7 |
| Apr 2018 | $1.2B | $1.2B | $0 | 12 | 7 |
| Mar 2018 | $1.2B | $1.2B | $0 | 12 | 7 |
| Mar 2017 | $912.1M | $912.1M | $0 | 10 | 1 |
| Mar 2016 | $588.7M | $588.7M | $0 | 9 | 1 |
| Mar 2015 | $205.4M | $205.4M | $0 | 6 | 1 |
| Feb 2015 | $205.4M | $205.4M | $0 | 6 | 1 |
| Mar 2014 | $113.5M | $113.5M | $0 | 6 | 1 |
| Apr 2013 | $73.2M | $73.2M | $0 | 6 | 1 |
DateMay 2025
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees22
Clients0
DateMar 2025
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees22
Clients0
DateAug 2024
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees21
Clients0
DateMar 2024
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees20
Clients0
DateMar 2024
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees20
Clients0
DateNov 2023
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees19
Clients0
DateMar 2023
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees19
Clients0
DateAug 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees20
Clients0
DateMay 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees20
Clients0
DateMar 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees20
Clients0
DateNov 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees18
Clients0
DateNov 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees18
Clients0
DateAug 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees18
Clients0
DateMar 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees18
Clients0
DateAug 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees16
Clients0
DateMar 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees16
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees14
Clients0
DateJan 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees12
Clients7
DateApr 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees12
Clients7
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees12
Clients7
DateMar 2017
Total AUM$912.1M
Discretionary$912.1M
Non-Disc.$0
Employees10
Clients1
DateMar 2016
Total AUM$588.7M
Discretionary$588.7M
Non-Disc.$0
Employees9
Clients1
DateMar 2015
Total AUM$205.4M
Discretionary$205.4M
Non-Disc.$0
Employees6
Clients1
DateFeb 2015
Total AUM$205.4M
Discretionary$205.4M
Non-Disc.$0
Employees6
Clients1
DateMar 2014
Total AUM$113.5M
Discretionary$113.5M
Non-Disc.$0
Employees6
Clients1
DateApr 2013
Total AUM$73.2M
Discretionary$73.2M
Non-Disc.$0
Employees6
Clients1