New Orleans, LA S. Norman C. Francis Pkwy logo

New Orleans, LA S. Norman C. Francis Pkwy Office

Team
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freeGulliver, LLC logo

freeGulliver, LLC

Team

Firm-wide stats for freeGulliver, LLC

Total advisors

5

Across 4 offices

Clients per advisor

34 Low

Avg AUM per client

$3,102,495 Very High

HNW client ratio

51% High

About

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.

Based on freeGulliver, LLC

Expertise

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities

Based on freeGulliver, LLC

Occupation focus

Founder/Business Owner

Based on freeGulliver, LLC

Location

1000 S. Norman C. Francis Pkwy, Suite 301

New Orleans LA 70125

Advisors at this office

2

Advisors at this office

user avatar

Raymond R

Series 65

New Orleans, LA

freeGulliver, LLC

Raymond Rathle III is a financial advisor at freeGulliver, LLC with a Series 65 credential. He has one year of industry experience, including roles at Red Ventures and other organizations prior to joining freeGulliver. FreeGulliver, LLC provides investment advisory and financial planning services to individuals, private pooled investment vehicles, pension and profit-sharing plans, and family offices. The firm manages discretionary and non-discretionary portfolios, constructs model portfolios using mutual funds, ETFs, and third-party managers, and serves as a private fund sponsor and administrator.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner
user avatar

Michael K

Series 65

New Orleans, LA

freeGulliver, LLC

Michael Kirschman is a financial advisor with freeGulliver, LLC, holding a Series 65 designation and bringing 13 years of industry experience. He has been with freeGulliver since 2013, including its current form since 2017. Outside of his advisory role, Kirschman is involved in several business ventures, including managing family partnerships, consulting firms, and private equity investments. FreeGulliver, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, private pooled investment vehicles, pension and profit-sharing plans, and family offices. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and family office services, and acts as manager, adviser, and administrator for multiple private funds, utilizing tailored investment strategies that include the use of options and derivatives.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner
View complete list of advisors at this office
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