9AT: FREESTONE GROVE PARTNERS LP

FREESTONE GROVE PARTNERS LP

FREESTONE GROVE PARTNERS LP

Adviser Profile

As of Date	09/24/2026
Registration	SEC, Approved, 01/02/2024
Other registrations (1)	SEC, 120-Day Approval, 01/02/2024
ADV Location	SAN FRANCISCO, CA, United States
Contact Info	415 xxxxxxx
Websites

AUM^*	16,476,432,204 175%
of that, discretionary	16,476,432,204 175%
Number of Employees	182 70%
of those in investment advisory functions	105 98%
Private Fund GAV^*	16,476,432,204 42%
Avg Account Size	2,746,072,034 38%
SMA’s	No
Private Funds	6 1

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

16B 14B 12B 9B 7B 5B 2B

2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

GAV Count

Employees

Private Funds Structure

	Count	GAV
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Pie Radar

GAV Count

Brochure Summary

Overview

Freestone Grove is a Delaware limited partnership formed in 2023 with its principal place of business in San Francisco, California. The general partner of Freestone Grove is Freestone Grove GP LLC, a Delaware limited liability company. Todd Barker is the sole member of Freestone Grove GP LLC and the majority owner of Freestone Grove. Todd Barker, Naozer Dadachanji, Daniel Morillo and Ravi Paidipaty (the “Principals”) control and oversee the day-to-day operations of Freestone Grove. The investment activities of Freestone Grove are led by the Principals together with sector-specific portfolio managers (“Portfolio Managers”) and other investment professionals who assist in executing investment strategies on behalf of clients.
Freestone Grove provides discretionary investment advice to private funds (collectively the “Funds”). The Funds are managed in accordance with their investment objectives, as described in their respective offering documents and governing agreements (together, the “Governing Documents”). The Funds are organized as a “master-feeder” fund structure whereby feeder Funds invest

substantially all of their assets in the master fund (the “Master Fund”). FGP Redwood Fund GP LLC, a Delaware limited liability company, serves as the general partner or managing member of the certain of the Funds (the “General Partner”). The General Partner is an affiliate of Freestone Grove and is controlled by Todd Barker.
On behalf of the Funds, Freestone Grove seeks to construct a beta-neutral portfolio consisting of highly idiosyncratic investments on both the long and short sides of the portfolio and across sectors including: consumer, financials, energy and natural resources, healthcare, industrials, and technology, media & telecommunications, as well as risk arbitrage and equity capital markets.Freestone Grove provides investment advice directly to the Funds and not individually to the Funds’ investors.
Freestone Grove does not participate in any wrap fee programs.
As of May 1, 2024, Freestone Grove managed approximately $5,990,630,258 in regulatory assets under management on a discretionary basis. Freestone Grove does not manage assets on a non-discretionary basis.

FREESTONE GROVE PARTNERS LP

FREESTONE GROVE PARTNERS LP

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Brochure Summary

Overview

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