Fort Worth, TX Office

FreeGulliver provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), private pooled investment vehicles, pension and profit‑sharing plans, and family offices, offering discretionary and non‑discretionary portfolio management, financial planning, pension consulting, and family office services. The firm also acts as manager/general partner, adviser and administrator for multiple private funds, including named vehicles such as Gulliver One Limited Partnership, the Laurel PE Fund series, Octavia Capital Opportunities Fund LP, and Santa Rosa Investment Fund, and performs administrative functions for those Funds.

The firm constructs model portfolios and allocates among mutual funds, ETFs and third‑party money managers, and tailors strategies to client objectives, risk tolerance and liquidity needs; it may employ options strategies, short‑term trading and similar derivative techniques described in the brochure and implements both discretionary and non‑discretionary mandates. FreeGulliver discloses that it charges performance‑based fees to qualified clients and the Funds and may use borrowing or leverage in certain managed accounts or funds, with associated valuation and allocation procedures and risk disclosures.

Distinctive elements disclosed in the brochure include FreeGulliver’s role as a private fund sponsor and administrator with principals and related persons invested in many of the Funds, the firm’s acceptance of performance‑based compensation and its related side‑by‑side management policies, and its dual registration as an insurance agency whose representatives may receive commission compensation for insurance sales. The brochure also notes the firm’s participation in plan‑level educational seminars for plan participants and that it may receive research and brokerage services in connection with client commissions under Section 28(e), all of which the firm identifies as potential conflicts and describes policies to address.