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Freedom Financial Asset Management, LLC

CRD 170229SEC# 801-110711San Mateo, CA
Export (members)
No longer SEC-registered. Freedom Financial Asset Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #5,634 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$116M
Fund GAV
$116M
Private funds
1
Employees
14
Accounts
1
Location
San Mateo, CA

Freedom Financial Asset Management, LLC assets under management

Freedom Financial Asset Management, LLC is an investment advisory firm registered with the SEC based in San Mateo, CA. It reports $116 million in regulatory assets under management and employs 14 people. Freedom Financial Asset Management, LLC manages 1 private fund with combined gross assets of $116 million, including Freedom Consumer Credit Fund, LLC - Series B. By regulatory assets, it ranks 5,634 of 6,004 private fund managers.

Freedom Financial Asset Management, LLC private funds

1 funds · $116M GAV
FundTypeGross assetsMin.
Freedom Consumer Credit Fund, LLC - Series BHedge$116M$5M

Freedom Financial Asset Management, LLC owners & executives

9 reported
NameTitleOwnershipSince
Andrew Doherty Housser ControlCeo, Managing MemberUnder 5%2004
Freedom Financial Network Funding, LLC ControlMemberOver 75%2011
Matthew Eric Mason ControlChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Freedom Financial Asset Management, LLC manage?

Freedom Financial Asset Management, LLC reports $116 million in regulatory assets under management on its Form ADV.

How many private funds does Freedom Financial Asset Management, LLC manage?

Freedom Financial Asset Management, LLC manages 1 private funds with combined gross assets of $116 million.

How many employees does Freedom Financial Asset Management, LLC have?

Freedom Financial Asset Management, LLC reports 14 employees.

Where is Freedom Financial Asset Management, LLC located?

Freedom Financial Asset Management, LLC is based in San Mateo, CA.

Does Freedom Financial Asset Management, LLC disclose fund performance?

Freedom Financial Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1875 South Grant Street, Suite 400, San Mateo, CA 94402
Office hours9a.m. - 5p.m.
Discloses disciplinary historyYes

Regulatory AUM

$116MNo change
Mar '25 — $116MApr '25 — $116MMay '25 — $116MJun '25 — $116MJul '25 — $116MAug '25 — $116MSep '25 — $116MOct '25 — $116MNov '25 — $116MDec '25 — $116MJan '26 — $116MFeb '26 — $116MMar '26 — $116MApr '26 — $116MMay '26 — $116MJun '26 — $116M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
AUM vs fund managersTop 94%
Larger than 6% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 32%
More than 68% of 16,825 advisers

Assets under management

$116Mregulatory AUM
Discretionary $116M

Service providers