DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
F•••••••• G•••• P••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Nov 7, 2023 · 5 filings
SEC status approved since Jan 2, 2024
RAUM
$16B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
182
105 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
2
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$16B as of Mar 31, 2026
Mar 31, 2025$12B then
HNW client RAUM$0 as of Mar 31, 2026
Mar 31, 2025$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20250 then
Employees (5.A)182 as of Mar 31, 2026
Mar 31, 2025132 then
Private funds2 as of Mar 31, 2026
Mar 31, 20252 then
RAUM +42% over the last fiscal yearIARs 0 to 0offices 5 to 6
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $2.7BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived7 offices incl. principal (1.F.5)
- RAUM growth, one year
- +42%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $16B, 6 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$16B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $16B for 6 clientsreported
- Compensation
- performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| F•• R•••••• M••••• F••• L• | Hedge Fund | $6.0B | 2 | Nov 7, 2023 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• T•••• K•••• · Limited Partner, Ceo, Ciocontrolsince 02/2023 · owns 50% to 75%
- D••••••••• N•••••• D••• · Limited Partner, President, Coocontrolsince 02/2023 · owns 5% to 10%
- D••••••• P••••••• L••••• · Cfo, Head Of Operationscontrolsince 08/2023 · owns less than 5%
- P••••••••• R•••• K•••••• · Limited Partner, Deputy Ciocontrolsince 02/2023 · owns 10% to 25%
- S••••• D••••• S•••• · General Counsel, Ccocontrolsince 06/2023 · owns less than 5%
- B•••••• T•••• K•••• · Member/Managercontrolsince 02/2023 · owns 50% to 75% of F•••••••• G•••• P••••••• G• L••
- M••••••• S•••••••• D••••• · Limited Partner, Head Of Quantitative Strategiessince 02/2023 · owns 10% to 25%
Entity owners
- F•••••••• G•••• P••••••• G• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- F•• R•••••• F••• G• L••investment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY22 employees
- West Palm Beach, FL6 employees
- Kingwood, TX3 employees
- Excelsior, MN1 employees
- Newburyport, MA1 employees
What changed
consecutive filings, newest first
- Advisory employees · 75 to 105Nov 28, 2025 to Mar 31, 2026
- Assets in custody · $12B to $16BNov 28, 2025 to Mar 31, 2026
- Employees · 132 to 182Nov 28, 2025 to Mar 31, 2026
- Other offices · 5 to 6Nov 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $12B to $16BNov 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $12B to $16BNov 28, 2025 to Mar 31, 2026
- RAUM · $12B to $16BNov 28, 2025 to Mar 31, 2026
- Accounts · 3 to 6May 1, 2024 to Mar 31, 2025
- Advisory employees · 53 to 75May 1, 2024 to Mar 31, 2025
- Pooled vehicle clients · 3 to 6May 1, 2024 to Mar 31, 2025
- Assets in custody · $0 to $12BMay 1, 2024 to Mar 31, 2025
- Employees · 107 to 132May 1, 2024 to Mar 31, 2025
- Financial planning clients · unset to May 1, 2024 to Mar 31, 2025
- Private funds · 1 to 2May 1, 2024 to Mar 31, 2025
- Discretionary RAUM · $6.0B to $12BMay 1, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $6.0B to $12BMay 1, 2024 to Mar 31, 2025
- RAUM · $6.0B to $12BMay 1, 2024 to Mar 31, 2025
- Accounts · 0 to 3Nov 7, 2023 to May 1, 2024
- Advisory employees · 17 to 53Nov 7, 2023 to May 1, 2024
- Pooled vehicle clients · 0 to 3Nov 7, 2023 to May 1, 2024
- Assets in custody · unset to 0.0Nov 7, 2023 to May 1, 2024
- Custody of client assets · false to trueNov 7, 2023 to May 1, 2024
- Employees · 45 to 107Nov 7, 2023 to May 1, 2024
- Other offices · 3 to 5Nov 7, 2023 to May 1, 2024
- Discretionary RAUM · $0 to $6.0BNov 7, 2023 to May 1, 2024
- Pooled vehicle RAUM · $0 to $6.0BNov 7, 2023 to May 1, 2024
- RAUM · $0 to $6.0BNov 7, 2023 to May 1, 2024
- Related adviser · false to trueNov 7, 2023 to May 1, 2024
- Related bank · true to falseNov 7, 2023 to May 1, 2024
Signals
3 dated events
- F•••••••• G•••• P••••••• L• reported RAUM $16.5B, up 42% from $11.6B (2025-11-28 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- F•••••••• G•••• P••••••• L• reported RAUM $11.6B, up 94% from $6.0B (2024-05-01 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- F•••••••• G•••• P••••••• L• filed its initial SEC registration (Form ADV)Nov 7, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/freestone-grove-partners/mycompanyreportedpublic record, Form ADV, Sep 18, 2026
- Website
- f••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 4159074100reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026