SourcingSourcing

FREEBOARD CAPITAL, LLC

A68
CRD 167222·SEC 801-110076
AUM
$99.9M
$25M-$100M
Est. Revenue
$999K
@ 1% on AUM
Est. EBITDA
$300K
@ 30% margin
Est. Deal Value
$2.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FREEBOARD CAPITAL, LLC
CRD
167222
SEC file #
801-110076
EIN
—
DBA names
—

Economics

AUM
$99.9M
AUM band
$25M-$100M
AUM trajectory
'20'26
$131.9M → $99.9M▼ -24%
Client mix
Individuals High Net Worth19

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
freeboardcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TRELEVEN, ROBERT, ALAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
TRELEVEN, ROBERT, ALAN
BURNSIDE, JOHN, FREDERICK
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
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
FREEBOARDCAPITAL.COM
Rdap Domain Creation Date
2009-03-17T21:03:58Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
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 (13)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Rdap Domain Expiration Date
2029-03-17T21:03:58Z
Rdap Domain Last Changed
2024-01-17T09:03:21Z
Rdap Nameservers
Ns10.wixdns.netNs11.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2783739
Trust Company Affiliate
No

People (2)

2
TRELEVEN, ROBERT, ALAN
Direct Owner · 87.5%
2783739
BURNSIDE, JOHN, FREDERICK
Direct Owner · 7.5%
2175730