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FREEGULLIVER, LLC
FREEGULLIVER, L.L.C.
CRD 117040 · SEC 801-65870
5500 LAUREL STREET, NEW ORLEANS, LA, 70115, United States
Phone
504-899-0300
Fax
504-899-0123
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$836.6M
Discretionary AUM
$549.2M
Team
17 total employees; 9 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; Commissions; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsCONCIERGE SERVICES; BILL-PAYING SERVICES; MANAGEMENT CONSULTING; EXECUTIVE COMPENSATION CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $20.4M |
| High net worth individuals | 87 | $507.0M |
| Pooled investment vehicles | 35 | $267.6M |
| Pension/profit sharing plans | 11 | $19.5M |
| Charitable organizations | 1 | $9.0M |
| Corporations/business entities | 4 | $13.1M |
States served
CA, CO, LA, MS, NY, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD