Freeport Financial Partners provides investment advice to various funds, focusing on originating, underwriting, selecting, monitoring, and realizing investments in senior secured loans to middle-market borrowers. These borrowers are typically backed by private equity firms. Freeport does not offer advisory services to individual clients.
Assets Under Management$4B
Clients18
AdvisorsN/A
Avg. per Client$220M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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