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FREESTONE GROVE PARTNERS

Business and Investment Profile

The FREESTONE GROVE PARTNERS is a privately held investment adviser that advises $16.48Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. FREESTONE GROVE PARTNERS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 175.04% over the last 2-years.

Regulatory Profile

The Group has been registered with the SEC for 2.58 years and is comprised of 1 filing and 0 relying advisers. They operate out of 7 office locations with their Headquarters at ONE MARKET PLAZA, STEUART TOWER 9TH FLOOR, SAN FRANCISCO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.

Employee Profile

They have 182 employees comprised of 105 investment and 77 non-investment staff. The total number of Employees increased by 70.09% over the last 2-years.

Asset Profile

Their $16.48Bn in assets advised are owned by 6 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $16.48Bn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 5 Prime Brokers, 7 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses performance-based fees.

Sub-Advisers

FREESTONE GROVE PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: FREESTONE GROVE PARTNERS

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Keywords: Freestone Grove Partners, Freestone, Grove
Generated 2026-09-12T06:47:59.4877271.  © 2026 Convergence.