SourcingSourcing

FREEDOM FUNDS MANAGEMENT CO

C48
CRD 110785·SEC 801-28640·DENVER, CO
AUM
$1.90B
$1B+
Est. Revenue
$19.0M
@ 1% on AUM
Est. EBITDA
$5.7M
@ 30% margin
Est. Deal Value
$45.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FREEDOM FUNDS MANAGEMENT CO
CRD
110785
SEC file #
801-28640
EIN
—
DBA names
—

Economics

AUM
$1.90B
AUM band
$1B+
AUM trajectory
'20'26
$1.43B → $1.90B▲ +34%
Client mix
Investment Companies1

Operations

Employees (total)
9
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
12/02/2025
ADV-W filed at
—
Website
coloradobondshares.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KELLY, FRED, ROSS
Top Owner Pct
2.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
KELLY, FRED, ROSS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
COLORADOBONDSHARES.COM
Rdap Domain Creation Date
1999-12-13T22:31:34Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-12-13T22:31:34Z
Rdap Domain Last Changed
2025-10-15T18:15:01Z
Rdap Nameservers
Ns85.worldnic.comNs86.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
716207
Trust Company Affiliate
No

People (1)

1
KELLY, FRED, ROSS
IAR · Executive Officer · 2.5%
716207