F

Freedom Investments, Corp.

Updated today

Client AUM

$0

Clients

0

Advisors

2

of 2 employees

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

Financial planning Selection of other advisers Investment related research

Expertise

Active portfolio management Private / alternative investments

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Project-based

General consulting services charged up to $2,000 per hour; specialized services charged up to $4,000 per hour. Fees are negotiable.

Other

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

Quick links

Advisors at this firm

user avatar

Falk L

Series 65

New York City, NY

Freedom Investments, Corp.

Falk Laube is a Series 65-licensed advisor at Freedom Investments, Corp. with two years of industry experience. He previously worked at R.G. Niederhoffer Capital Management for seven years and has been involved with Fantagora, a software development and technology consulting firm, as a director and consultant since 2020. Freedom Investments, Corp. provides advisory services focused on pooled vehicles and institutional strategies, while offering consulting and portfolio review services to individuals and corporate clients. The firm emphasizes non-discretionary, project-based engagements, including fund structuring, capital formation support, and investment technology development.

Active portfolio management Private / alternative investments
user avatar

Michael P

Series 63, Series 65

New York City, NY

Freedom Investments, Corp.

Michael Picardi is a financial advisor with Freedom Investments, Corp. in New York City, holding Series 63 and Series 65 licenses and two years of industry experience. His previous roles include positions at Sanford C. Bernstein & Co., LLC, Dalmore Group LLC, and Masterworks Investor Services LLC. Freedom Investments, Corp. provides advisory services focused on pooled vehicles and institutional strategies while offering consulting and portfolio review services to individuals, high-net-worth clients, and corporate entities. The firm emphasizes non-discretionary, project-based work including fund structuring, capital-formation support, and technology development, and operates under delegated commodity pool operator/commodity trading adviser arrangements for commodity trading activities.

Active portfolio management Private / alternative investments
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)