RIA Intelligence

FREEDOM FINANCIAL ASSET MANAGEMENT, LLC

CRD #170229 SEC #802-132671 SAN MATEO, CA 650-954-2444
State Registered Exempt Reporting Private Funds Disclosures
Total AUM
$116M
Discretionary
$116M
Employees
14
Clients
--
Accounts
1
This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 12, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BEVER, MEAGHAN, MARYICHIEF COMPLIANCE OFFICERNA Control
BEVER, MEAGHAN, MARYICHIEF COMPLIANCE OFFICERNA Control
BEVER, MEAGHAN, MARYICHIEF COMPLIANCE OFFICERNA Control
BEVER, MEAGHAN, MARYICHIEF COMPLIANCE OFFICERNA Control
BEVER, MEAGHAN, MARYICHIEF COMPLIANCE OFFICERNA Control
CAPOZZI, CHRISICHIEF FINANCIAL OFFICERNA Control
CAPOZZI, CHRISICHIEF FINANCIAL OFFICERNA Control
CAPOZZI, CHRISICHIEF FINANCIAL OFFICERNA Control
CAPOZZI, CHRISICHIEF FINANCIAL OFFICERNA Control
CAPOZZI, CHRISICHIEF FINANCIAL OFFICERNA Control
CAPOZZI, CHRISICHIEF FINANCIAL OFFICERNA Control
CAPOZZI, CHRISICHIEF FINANCIAL OFFICERNA Control
CAPOZZI, CHRISICHIEF FINANCIAL OFFICERNA Control
CAPOZZI, CHRISICHIEF FINANCIAL OFFICERNA Control
COONS, CALEICHIEF COMPLIANCE OFFICERNA Control
COONS, CALEICHIEF COMPLIANCE OFFICERNA Control
COONS, CALEICHIEF COMPLIANCE OFFICERNA Control
COONS, CALE, JAMESICHIEF COMPLIANCE OFFICERNA Control
COONS, CALE, JAMESICHIEF COMPLIANCE OFFICERNA Control
COONS, CALE, JAMESICHIEF COMPLIANCE OFFICERNA Control
Coons, CaleICHIEF COMPLIANCE OFFICERNA Control
Coons, CaleICHIEF COMPLIANCE OFFICERNA Control
Coons, CaleICHIEF COMPLIANCE OFFICERNA Control
FREEDMAN, MICHAELIGENERAL COUNSELNA Control
FREEDMAN, MICHAELIGENERAL COUNSELNA Control
FREEDMAN, MICHAELIGENERAL COUNSELNA Control
FREEDMAN, MICHAELIGENERAL COUNSELNA Control
FREEDMAN, MICHAELIGENERAL COUNSELNA Control
FREEDMAN, MICHAEL, HOWARDIGENERAL COUNSELNA Control
FREEDMAN, MICHAEL, HOWARDIGENERAL COUNSELNA Control
FREEDMAN, MICHAEL, HOWARDIGENERAL COUNSELNA Control
FREEDMAN, MICHAEL, HOWARDIGENERAL COUNSELNA Control
FREEDMAN, MICHAEL, HOWARDIGENERAL COUNSELNA Control
FREEDMAN, MICHAEL, HOWARDIGENERAL COUNSELNA Control
FREEDMAN, MICHAEL, HOWARDIGENERAL COUNSELNA Control
HOUSSER, ANDREW, DOHERTYICEO, MANAGING MEMBERNA Control
HOUSSER, ANDREW, DOHERTYICEO, MANAGING MEMBERNA Control
HOUSSER, ANDREW, DOHERTYICEO, MANAGING MEMBERNA Control
HOUSSER, ANDREW, DOHERTYICEO, MANAGING MEMBERNA Control
HOUSSER, ANDREW, DOHERTYICEO, MANAGING MEMBERNA Control
HOUSSER, ANDREW, DOHERTYICEO, MANAGING MEMBERNA Control
HOUSSER, ANDREW, DOHERTYICEO, MANAGING MEMBERNA Control
HOUSSER, ANDREW, DOHERTYICEO, MANAGING MEMBERNA Control
HOUSSER, ANDREW, DOHERTYICEO, MANAGING MEMBERNA Control
HOUSSER, ANDREW, DOHERTYICEO, MANAGING MEMBERNA Control
HOUSSER, ANDREW, DOHERTYICEO, MANAGING MEMBERNA Control
HOUSSER, ANDREW, DOHERTYICEO, MANAGING MEMBERNA Control
HOUSSER, ANDREW, DOHERTYICEO, MANAGING MEMBERNA Control
HOUSSER, ANDREW, DOHERTYICEO, MANAGING MEMBERNA Control
HOUSSER, ANDREW, DOHERTYICEO, MANAGING MEMBERNA Control
HOUSSER, ANDREW, DOHERTYICEO, MANAGING MEMBERNA Control
HOUSSER, ANDREW, DOHERTYICEO, MANAGING MEMBERNA Control
HOUSSER, ANDREW, DOHERTYICEO, MANAGING MEMBERNA Control
HOUSSER, ANDREW, DOHERTYICEO, MANAGING MEMBERNA Control
HOUSSER, ANDREW, DOHERTYICEO, MANAGING MEMBERNA Control
HOUSSER, ANDREW, DOHERTYICEO, MANAGING MEMBERNA Control
HOUSSER, ANDREW, DOHERTYICEO, MANAGING MEMBERNA Control
HOUSSER, ANDREW, DOHERTYICEO, MANAGING MEMBERNA Control
LEUNG, RALPH, LOK FUICHIEF FINANCIAL OFFICERNA Control
LINDERMAN, ROBERTIGENERAL COUNSEL & CHIEF COMPLIANCE OFFICERNA Control
LINDERMAN, ROBERTIGENERAL COUNSEL & CHIEF COMPLIANCE OFFICERNA Control
LINDERMAN, ROBERTIGENERAL COUNSELNA Control
LINDERMAN, ROBERTIGENERAL COUNSEL & CHIEF COMPLIANCE OFFICERNA Control
LINDERMAN, ROBERTIGENERAL COUNSEL & CHIEF COMPLIANCE OFFICERNA Control
LINDERMAN, ROBERTIGENERAL COUNSEL & CHIEF COMPLIANCE OFFICERNA Control
MASON, MATTHEW, ERICICHIEF COMPLIANCE OFFICERNA Control
MASON, MATTHEW, ERICICHIEF COMPLIANCE OFFICERNA Control
MASON, MATTHEW, ERICICHIEF COMPLIANCE OFFICERNA Control
MASON, MATTHEW, ERICICHIEF COMPLIANCE OFFICERNA Control
RANSOM, RICHARDICHIEF FINANCIAL OFFICERNA Control
STALEY, JEFF, SCOTTIMANAGING MEMBERNA Control
STALEY, JEFF, SCOTTIMANAGING MEMBERNA Control
STALEY, JEFF, SCOTTIMANAGING MEMBERNA Control
STALEY, JEFF, SCOTTIMANAGING MEMBERNA Control
STALEY, JEFF, SCOTTIMANAGING MEMBERNA Control
STALEY, JEFF, SCOTTIMANAGING MEMBERNA Control
STALEY, JEFF, SCOTTIMANAGING MEMBERNA Control
STALEY, JEFF, SCOTTIMANAGING MEMBERNA Control
STALEY, JEFF, SCOTTIMANAGING MEMBERNA Control
STALEY, JEFF, SCOTTIMANAGING MEMBERNA Control
TOMS, JOSEPHIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
TOMS, JOSEPHIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
TOMS, JOSEPHIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
TOMS, JOSEPHIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
TOMS, JOSEPHIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
TOMS, JOSEPHIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
TOMS, JOSEPHIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
TOMS, JOSEPHIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
TOMS, JOSEPHIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
TOMS, JOSEPHIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
TOMS, JOSEPHIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
TOMS, JOSEPHIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
TOMS, JOSEPHIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
freedman, MichaelIGENERAL COUNSELNA Control
freedman, MichaelIGENERAL COUNSELNA Control
freedman, MichaelIGENERAL COUNSELNA Control
freedman, MichaelIGENERAL COUNSELNA Control
freedman, MichaelIGENERAL COUNSELNA Control
FREEDOM FINANCIAL NETWORK FUNDING, LLCDEMEMBERE Control
FREEDOM FINANCIAL NETWORK FUNDING, LLCDEMEMBERE Control
FREEDOM FINANCIAL NETWORK FUNDING, LLCDEMEMBERE Control
FREEDOM FINANCIAL NETWORK FUNDING, LLCDEMEMBERE Control
FREEDOM FINANCIAL NETWORK FUNDING, LLCDEMEMBERE Control
FREEDOM FINANCIAL NETWORK FUNDING, LLCDEMEMBERE Control
FREEDOM FINANCIAL NETWORK FUNDING, LLCDEMEMBERE Control
FREEDOM FINANCIAL NETWORK FUNDING, LLCDEMEMBERE Control
FREEDOM FINANCIAL NETWORK FUNDING, LLCDEMEMBERE Control
FREEDOM FINANCIAL NETWORK FUNDING, LLCDEMEMBERE Control
FREEDOM FINANCIAL NETWORK FUNDING, LLCDEMEMBERE Control
FREEDOM FINANCIAL NETWORK FUNDING, LLCDEMEMBERE Control
FREEDOM FINANCIAL NETWORK FUNDING, LLCDEMEMBERE Control
FREEDOM FINANCIAL NETWORK FUNDING, LLCDEMEMBERE Control
FREEDOM FINANCIAL NETWORK FUNDING, LLCDEMEMBERE Control
FREEDOM FINANCIAL NETWORK FUNDING, LLCDEMEMBERE Control
FREEDOM FINANCIAL NETWORK FUNDING, LLCDEMEMBERE Control
FREEDOM FINANCIAL NETWORK FUNDING, LLCDEMEMBERE Control
FREEDOM FINANCIAL NETWORK FUNDING, LLCDEMEMBERE Control
FREEDOM FINANCIAL NETWORK FUNDING, LLCDEMEMBERE Control
FREEDOM FINANCIAL NETWORK FUNDING, LLCDEMEMBERE Control
FREEDOM FINANCIAL NETWORK FUNDING, LLCDEMEMBERE Control
PANTHEON PARTNERS, LLCDEMEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
STALEY, JEFF, SCOTTIPANTHEON PARTNERS, LLCF Control
STALEY, JEFF, SCOTTIPANTHEON PARTNERS, LLCF Control
STALEY, JEFF, SCOTTIPANTHEON PARTNERS, LLCF Control
STALEY, JEFF, SCOTTIPANTHEON PARTNERS, LLCF Control
STALEY, JEFF, SCOTTIPANTHEON PARTNERS, LLCF Control
STALEY, JEFF, SCOTTIPANTHEON PARTNERS, LLCF Control
STALEY, JEFF, SCOTTIPANTHEON PARTNERS, LLCF Control
STALEY, JEFF, SCOTTIPANTHEON PARTNERS, LLCF Control
STALEY, JEFF, SCOTTIPANTHEON FREEDOM INCF Control
STALEY, JEFF, SCOTTIPANTHEON PARTNERS, LLCF Control
STALEY, JEFF, SCOTTIPANTHEON PARTNERS, LLCF Control
STALEY, JEFF, SCOTTIPANTHEON FREEDOM INCF Control
STALEY, JEFF, SCOTTIPANTHEON FREEDOM INCF Control
STALEY, JEFF, SCOTTIPANTHEON PARTNERS, LLCF Control
STALEY, JEFF, SCOTTIPANTHEON PARTNERS, LLCF Control
STALEY, JEFF, SCOTTIPANTHEON PARTNERS, LLCF Control
STALEY, JEFFREY, SCOTTIPANTHEON FREEDOM INCF Control
STALEY, JEFFREY, SCOTTIPANTHEON FREEDOM INCF Control
STALEY, JEFFREY, SCOTTIPANTHEON FREEDOM INCF Control
STALEY, JEFFREY, SCOTTIPANTHEON FREEDOM INCF Control
PANTHEON FREEDOM INCDEPANTHEON PARTNERS LLCE Control
PANTHEON FREEDOM INCDEPANTHEON PARTNERS LLCE Control
PANTHEON FREEDOM INCDEPANTHEON PARTNERS LLCE Control
PANTHEON FREEDOM INCDEPANTHEON PARTNERS LLCE Control
PANTHEON FREEDOM INCDEPANTHEON PARTNERS LLCE Control
PANTHEON FREEDOM INCDEPANTHEON PARTNERS LLCE Control
PANTHEON FREEDOM INCDEPANTHEON PARTNERS LLCE Control
PANTHEON PARTNERS , LLCDEFREEDOM FINANCIAL NETWORK FUNDING, LLCE Control
PANTHEON PARTNERS , LLCDEFREEDOM FINANCIAL NETWORK FUNDING, LLCE Control
PANTHEON PARTNERS , LLCDEFREEDOM FINANCIAL NETWORK FUNDING, LLCE Control
PANTHEON PARTNERS , LLCDEFREEDOM FINANCIAL NETWORK FUNDING, LLCE Control
PANTHEON PARTNERS , LLCDEFREEDOM FINANCIAL NETWORK FUNDING, LLCE Control
PANTHEON PARTNERS , LLCDEFREEDOM FINANCIAL NETWORK FUNDING, LLCE Control
PANTHEON PARTNERS , LLCDEFREEDOM FINANCIAL NETWORK FUNDING, LLCE Control
PANTHEON PARTNERS , LLCDEFREEDOM FINANCIAL NETWORK FUNDING, LLCE Control
PANTHEON PARTNERS , LLCDEFREEDOM FINANCIAL NETWORK FUNDING, LLCE Control
PANTHEON PARTNERS , LLCDEFREEDOM FINANCIAL NETWORK FUNDING, LLCE Control
PANTHEON PARTNERS , LLCDEFREEDOM FINANCIAL NETWORK FUNDING, LLCE Control
PANTHEON PARTNERS , LLCDEFREEDOM FINANCIAL NETWORK FUNDING, LLCE Control
PANTHEON PARTNERS LLCDEFREEDOM FINANCIAL NETWORK FUNDING, LLCE Control
PANTHEON PARTNERS LLCDEFREEDOM FINANCIAL NETWORK FUNDING, LLCE Control
PANTHEON PARTNERS LLCDEFREEDOM FINANCIAL NETWORK FUNDING, LLCE Control
PANTHEON PARTNERS LLCDEFREEDOM FINANCIAL NETWORK FUNDING, LLCE Control
PANTHEON PARTNERS LLCDEFREEDOM FINANCIAL NETWORK FUNDING, LLCE Control
PANTHEON PARTNERS LLCDEFREEDOM FINANCIAL NETWORK FUNDING, LLCE Control
PANTHEON PARTNERS LLCDEFREEDOM FINANCIAL NETWORK FUNDING, LLCE Control
HOUSSER, ANDREW, DOHERTYIPANTHEON PARTNERS, LLCC Control
HOUSSER, ANDREW, DOHERTYIPANTHEON PARTNERS, LLCC Control
HOUSSER, ANDREW, DOHERTYIPANTHEON PARTNERS, LLCC Control
HOUSSER, ANDREW, DOHERTYIPANTHEON PARTNERS, LLCC Control
HOUSSER, ANDREW, DOHERTYIPANTHEON PARTNERS, LLCC Control
HOUSSER, ANDREW, DOHERTYIPANTHEON PARTNERS, LLCC Control
HOUSSER, ANDREW, DOHERTYIPANTHEON PARTNERS, LLCC Control
HOUSSER, ANDREW, DOHERTYIPANTHEON PARTNERS, LLCC Control
HOUSSER, ANDREW, DOHERTYIPANTHEON FREEDOM INCC Control
HOUSSER, ANDREW, DOHERTYIPANTHEON PARTNERS, LLCC Control
HOUSSER, ANDREW, DOHERTYIPANTHEON PARTNERS, LLCC Control
HOUSSER, ANDREW, DOHERTYIPANTHEON FREEDOM INCC Control
HOUSSER, ANDREW, DOHERTYIPANTHEON FREEDOM INCC Control
HOUSSER, ANDREW, DOHERTYIPANTHEON FREEDOM INCC Control
HOUSSER, ANDREW, DOHERTYIPANTHEON FREEDOM INCC Control
HOUSSER, ANDREW, DOHERTYIPANTHEON FREEDOM INCC Control
HOUSSER, ANDREW, DOHERTYIPANTHEON FREEDOM INCC Control
HOUSSER, ANDREW, DOHERTYIPANTHEON PARTNERS, LLCC Control
HOUSSER, ANDREW, DOHERTYIPANTHEON PARTNERS, LLCC Control
HOUSSER, ANDREW, DOHERTYIPANTHEON PARTNERS, LLCC Control
STROH, BRADIPANTHEON PARTNERS, LLCC Control
STROH, BRADIPANTHEON PARTNERS, LLCC Control
STROH, BRADIPANTHEON PARTNERS, LLCC Control
STROH, BRADIPANTHEON PARTNERS, LLCC Control
STROH, BRADIPANTHEON PARTNERS, LLCC Control
STROH, BRADIPANTHEON PARTNERS, LLCC Control
STROH, BRADIPANTHEON PARTNERS, LLCC Control
STROH, BRADIPANTHEON PARTNERS, LLCC Control
STROH, BRADIPANTHEON FREEDOM INCC Control
STROH, BRADIPANTHEON PARTNERS, LLCC Control
STROH, BRADIPANTHEON PARTNERS, LLCC Control
STROH, BRADIPANTHEON FREEDOM INCC Control
STROH, BRADIPANTHEON FREEDOM INCC Control
STROH, BRADIPANTHEON PARTNERS, LLCC Control
STROH, BRADIPANTHEON PARTNERS, LLCC Control
STROH, BRADIPANTHEON PARTNERS, LLCC Control
STROH, BRADFORD, GREGORYIPANTHEON FREEDOM INCC Control
STROH, BRADFORD, GREGORYIPANTHEON FREEDOM INCC Control
STROH, BRADFORD, GREGORYIPANTHEON FREEDOM INCC Control
STROH, BRADFORD, GREGORYIPANTHEON FREEDOM INCC Control

Registrations

Federal

ERA
Aug 12, 2025 REGISTERED

Notice Filings (2)

AZ CA

Address

1875 SOUTH GRANT STREET
SUITE 400
SAN MATEO, CA 94402
United States
Phone: 650-954-2444