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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Custodian
Services
Technology
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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| 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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