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- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-01-2013
- Office Locations
- 1
Office Locations
About Freeboard Capital, LLC
Freeboard Capital is a federally registered RIA offering alternative investment programs and actively managed portfolios for individuals, family offices, and hedge funds. The firm focuses on cash-flow generation, growth, and downside protection using defined-risk options strategies such as option collars alongside other liquid instruments designed for quick redemption. Leadership brings deep derivatives and structured finance experience, including CBOE market-making and governance backgrounds.
Reported data analysis
What the numbers show
Between March 17, 2025 and March 23, 2026, reported AUM decreased 17.6%, from $121.2M to $99.9M.
Across 5 reported observations, AUM decreased 32.2% between March 21, 2022 and March 23, 2026, from $147.2M to $99.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 19 clients, or 19 clients per representative. That equates to $5.3M in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Platform
- Services
- Technology
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The full Freeboard Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT ALAN TRELEVEN
Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
JOHN FREDERICK BURNSIDE
Chief Investment Officer, Managing Member
- CRD
- --
- Ownership
- 5% but less than 10%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,886,370 | $5,257,177 |
| Non-Discretionary | $0 | -- |
| Total | $99,886,370 | $5,257,177 |
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Separately Managed Accounts
SMA allocation detail is available
Freeboard Capital, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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