Freestone Grove Partners LP
San Francisco, CA·SEC-registered · CRD #328089
Freestone Grove Partners LP is an SEC-registered investment advisory firm in San Francisco, CA managing $16B across 6 client accounts, with 105 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$16B
Client accounts
6
Advisory staff
105
Fee model
Fee-only
How Freestone Grove Partners LP is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Freestone Grove Partners LP
How much does Freestone Grove Partners LP manage?
Per its most recent SEC Form ADV filing (03/31/2026), Freestone Grove Partners LP reports $16B in regulatory assets under management across roughly 6 client accounts.
How does Freestone Grove Partners LP charge?
Freestone Grove Partners LP is a fee-only firm. Its disclosed compensation arrangements are: not specified. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Freestone Grove Partners LP a fiduciary?
Yes. Freestone Grove Partners LP is registered with the U.S. Securities and Exchange Commission (CRD #328089), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Freestone Grove Partners LP taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Freestone Grove Partners LP and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Freestone Grove Partners LP's public SEC Form ADV filing (CRD #328089, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Freestone Grove Partners LP. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Freestone Grove Partners LP? Claim this profile.