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Freestyle Fund Services Company LLC (New York)


Freestyle Fund Services Company LLC is a large advisory firm based in New York. It manages $39.05 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005.

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Freestyle Fund Services Company provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Freestyle Fund Services Company: assets under management

The assets under management (AUM) of Freestyle Fund Services Company LLC is $39.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $39.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $39.05 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Freestyle Fund Services Company LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Freestyle Fund Services Company LLC performs its advisory services is located at 928 Broadway, New York, NY 10010, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-388-9700 or by fax 212-388-9711. The normal business hours are 9am-6pm on Monday - Friday. You can find more information about the New York firm at www.freestylefund.com.


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