FREEMAN SPOGLI & CO. other names

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Adviser Profile

As of Date:

03/27/2024

Adviser Type:

- Large advisory firm

Number of Employees:

40 2.56%

of those in investment advisory functions:

28 3.70%

Registration:

SEC, Approved, 3/30/2012

AUM:

5,898,767,266 6.36%

of that, discretionary:

5,898,767,266 6.36%

Private Fund GAV:

5,898,767,266 6.36%

Avg Account Size:

589,876,727 -14.91%

SMA’s:

NO

Private Funds:

10 2

Contact Info

310 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
6B 5B 4B 3B 2B 2B 792M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Central Garden & Pet's (CENT) Buyout Strategy Boosts Sales
04/02/2021

In line with the same commitment, the company recently concluded the buyout of Green Garden Products (Green Garden) from private equity firm Freeman Spogli & Co. On the last day of December 2020, management unveiled that it has agreed to buy Green Garden ...

Yahoo Finance

Central Garden & Pet's (CENT) Buyout Strategy Boosts Sales
03/29/2021

In line with the same commitment, the company recently concluded the buyout of Green Garden Products (Green Garden) from private equity firm Freeman Spogli & Co. On the last day of December 2020 ...

NASDAQ

Central Garden & Pet's (CENT) Buyout Strategy Boosts Sales
03/29/2021

In line with the same commitment, the company recently concluded the buyout of Green Garden Products (Green Garden) from private equity firm Freeman Spogli & Co. On the last day of December 2020 ...

Yahoo Finance

Central Garden & Pet's (CENT) Buyout Strategy Boosts Sales
03/29/2021

In line with the same commitment, the company recently concluded the buyout of Green Garden Products (Green Garden) from private equity firm Freeman Spogli & Co. On the last day of December 2020, management unveiled that it has agreed to buy Green Garden ...

Yahoo Finance

Central Garden & Pet's (CENT) Buyout Strategy Boosts Sales
03/29/2021

In line with the same commitment, the company recently concluded the buyout of Green Garden Products (Green Garden) from private equity firm Freeman Spogli & Co. On the last day of December 2020, management unveiled that it has agreed to buy Green Garden ...

Yahoo Finance

Floor & Decor Holdings Inc. Cl A
03/29/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 10 $5,898,767,266

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Private Funds



Employees




Brochure Summary

Overview

A. Organization and Ownership For purposes of this brochure, “Freeman Spogli” or the “Firm” means Freeman Spogli Management Co., L.P., together (where the context permits) with the general partners (the “General Partners”) of the Funds (as defined below). The Firm is a Delaware limited partnership that was organized in 2008. The owners of the Firm are Brad J. Brutocao, Bradford M. Freeman, Benjamin D. Geiger, Jordan A. Hathaway, John Hwang, Christian B. Johnson, Jon D. Ralph, John M. Roth, and Ronald P. Spogli. B. Advisory Services The Firm currently serves as the investment adviser to private equity funds (the “FS Funds”) and parallel investment entities that invest proportionately with a FS Fund in all investments on substantially the same terms and conditions subject to applicable tax, legal, or regulatory constraints (the “Parallel Funds” and, together with the FS Funds, the “Funds”). The Funds are dedicated exclusively to investing and partnering with management in companies positioned for strong growth and equity appreciation. The Funds make investments in equity and equity-related securities issued in corporate acquisitions organized and led by the Firm. In accordance with the Funds’ respective investment objectives, investments are generally made in middle-market companies in consumer- and
distribution- related sectors (the “Target Sectors”). The Firm’s management and administrative services include investigating, structuring and negotiating potential investments, monitoring the performance of portfolio companies in which the Funds invest, and advising the Funds as to exit strategies from such portfolio investments. Investment restrictions for the Funds, if any, are generally established in the organizational or offering documents of the applicable Fund, investment advisory agreement, and/or Side Letter (as defined in Item 8) agreements negotiated with investors in the applicable Fund (collectively, the “Organizational Documents”). In addition to the advisory services described in the preceding paragraphs, the Firm and its employees provide certain consulting services to portfolio companies in which the Funds have invested. C. Tailoring of Investment Advice The Firm provides investment management advice in accordance with the investment objectives and guidelines set forth in each Fund’s Organizational Documents. D. Wrap Fee Programs The Firm does not participate in any wrap fee programs. E. Assets Under Management The Firm manages the assets of each Fund on a discretionary basis. As of December 31, 2023, the amount of assets held by the Funds was approximately $5,898,767,266.