Freedom Investments, Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Freedom Investments, Corp. primarily provides advisory services tied to pooled vehicles and institutional strategies while also making consulting and portfolio review services available to individuals (including high‑net‑worth clients) and corporate/business entities — a mix that is less common for firms in this category. The firm currently reports no assets under management and does not take custody of client funds; its client-facing offerings include non‑discretionary consulting, portfolio analysis, and recommendations of third‑party advisers.
The firm structures engagements around non‑discretionary and project‑based work rather than traditional asset‑based management, providing fund structuring, capital‑formation support, and technology and research development for investment businesses. When engaged to manage commodity trading activity, Freedom acts under delegated commodity pool operator/commodity trading adviser arrangements and limits trading authority to the governed pool accounts under separate agreements.
Freedom’s regulatory registrations as a CPO/CTA and its explicit emphasis on fund structuring, delegated CPO services, and investment technology work distinguish it from many peer investment managers that focus mainly on asset‑based portfolio management. It also commonly recommends or selects other advisers for clients and relies on negotiated and hourly fee arrangements instead of percentage‑of‑AUM billing, and the firm is a small, two‑adviser operation whose principal has substantial outside technology business activities, which may affect resource allocation.
Client services
Expertise
Fee options
General consulting services charged up to $2,000 per hour; specialized services charged up to $4,000 per hour. Fees are negotiable.
Account minimum: $1,000,000 Fee-only: Up to $2,000 per hour for general consulting services; up to $4,000 per hour for specialized services such as portfolio review, delegated CPO services, and recommendation/selection of other advisers. Fees are negotiable and clearly stated in the agreement.
Main office
New York City NY
Advisors at this office
2
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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