Freestone Grove Partners LP
SEC RegisteredWe Are the Future of Fundamental Investing
About the firm
Freestone Grove Partners is an investment firm seeking to deliver the highest-quality returns through the aggregation of extraordinary fundamental talent, advanced quantitative expertise and a highly differentiated operating platform. The firm has architected a distinct alternative to the existing multi-manager offering, embracing the foundational mechanics of portfolio construction and avoiding excess scale. It operates a capacity-optimized environment designed to be more aligned, durable and effective for its team and capital partners.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fundamental and quantitative multi-manager equities investing, integrating fundamental insights with quantitative capabilities, portfolio construction, risk management, and performance attribution across sectors including Consumer, Financials, Healthcare, Industrials, Natural Resources and TMT.
Who they serve
capital partners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 6 | $16.5B |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Freestone Grove Partners LP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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