# Freeboard Capital, LLC

> Freeboard Capital, LLC is an SEC-registered investment advisory firm, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 167222
- Filed as: FREEBOARD CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167222
- AdvisorCensus page: https://advisorcensus.com/firm/freeboard-capital-llc-167222

## Quick answers

**How is Freeboard Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Freeboard Capital, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Freeboard Capital, LLC registered with the SEC or a state?**
Freeboard Capital, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 167222.

**How much does Freeboard Capital, LLC manage?**
Freeboard Capital, LLC reports $99,886,370 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Freeboard Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for Freeboard Capital, LLC: Regulatory assets under management: $128,668,116 in the October 2021 data and $99,886,370 in the October 2026 data, down 22%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Freeboard Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (19).

**Does Freeboard Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167222

**What changed in Freeboard Capital, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $121,220,081 to $99,886,370 (-18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $99,886,370
- Discretionary: $99,886,370
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 19 | $99,886,370 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- freeboardcapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $128,668,116 | 2 | March 17, 2021 |
| October 2022 | $147,234,682 | 2 | March 21, 2022 |
| October 2023 | $125,015,520 | 2 | March 21, 2023 |
| October 2024 | $112,038,002 | 2 | March 18, 2024 |
| October 2025 | $121,220,081 | 2 | March 17, 2025 |
| October 2026 | $99,886,370 | 2 | March 23, 2026 |

Regulatory assets under management: $128,668,116 in the October 2021 data and $99,886,370 in the October 2026 data, down 22%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $121,220,081 to $99,886,370 (-18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Freeboard Capital, LLC (CRD 167222): Form ADV filing data as of October 2026.