# Freeman Spogli

> Freeman Spogli is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 156819
- Filed as: FREEMAN SPOGLI
- Legal name: Freeman Spogli Management Co., L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156819
- AdvisorCensus page: https://advisorcensus.com/firm/freeman-spogli-los-angeles-ca-156819

## Quick answers

**How is Freeman Spogli compensated?**
On its Form ADV (Item 5.E, October 2026), Freeman Spogli reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Freeman Spogli located?**
Freeman Spogli's principal office is in Los Angeles, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Freeman Spogli registered with the SEC or a state?**
Freeman Spogli is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 156819.

**How much does Freeman Spogli manage?**
Freeman Spogli reports $6,160,279,532 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Freeman Spogli's assets and staff changed since 2021?**
In the Form ADV data for Freeman Spogli: Regulatory assets under management: $4,226,347,589 in the October 2021 data and $6,160,279,532 in the October 2026 data, up 46%. Total employees: 38 in October 2021 and 35 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Freeman Spogli serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).

**Does Freeman Spogli 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/156819

**What changed in Freeman Spogli's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 27 to 28. Regulatory assets under management went from $7,099,513,744 to $6,160,279,532 (-13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $6,160,279,532
- Discretionary: $6,160,279,532
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $6,160,279,532 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 35 total, 28 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- freemanspogli.com
- LinkedIn @freeman-spogli-&-co

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,226,347,589 | 38 | September 29, 2021 |
| October 2022 | $5,196,743,896 | 38 | March 31, 2022 |
| October 2023 | $5,545,966,492 | 39 | April 28, 2023 |
| October 2024 | $5,898,767,266 | 40 | March 27, 2024 |
| October 2025 | $7,099,513,744 | 39 | May 30, 2025 |
| October 2026 | $6,160,279,532 | 35 | March 31, 2026 |

Regulatory assets under management: $4,226,347,589 in the October 2021 data and $6,160,279,532 in the October 2026 data, up 46%.
Total employees: 38 in October 2021 and 35 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 27 to 28.
- Regulatory assets under management went from $7,099,513,744 to $6,160,279,532 (-13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Freeman Spogli (CRD 156819): Form ADV filing data as of October 2026.