Freestone Grove provides investment advice to private funds, not to individual investors. The firm's primary investment strategy involves constructing a beta-neutral portfolio with long and short positions across various sectors. Some funds also aim to replicate a broad-based index using ETFs, swaps, and derivatives. Freestone Grove's investment activities are led by principals, sector-specific portfolio managers, and other investment professionals.
Assets Under Management$12B
Clients6
AdvisorsN/A
Avg. per Client$1.9B
Avg. per AdvisorN/A
Fee Structure
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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