Overview
Assets Under Management: $112 million
High-Net-Worth Clients: 18
Average Client Assets: $7 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 15
Discretionary Accounts: 15
Regulatory Filings
CRD Number: 167222
Last Filing Date: 2024-03-18 00:00:00
Website: https://freeboardcapital.com
Form ADV Documents
Primary Brochure: FREEBOARD TRELEVEN PART 2 (2025-03-17)
View Document Text
This brochure supplement provides information about Robert Alan Treleven that supplements
the Freeboard Capital, LLC brochure. You should have received a copy of that brochure. Please
contact Robert Alan Treleven if you did not receive Freeboard Capital, LLC’s brochure or if
you have any questions about the contents of this supplement.
Additional information about Robert Alan Treleven is also available on the SEC’s website at
www.adviserinfo.sec.gov.
Freeboard Capital, LLC
Form ADV Part 2B – Individual Disclosure Brochure
for
Robert Alan Treleven
Personal CRD Number: 2783739
Investment Adviser Representative
Freeboard Capital, LLC
10655 Meadow Lane
Sister Bay, WI 54234
(312) 961-7149
rtreleven@freeboardcapital.com
UPDATED: 12/10/2023
Item 2: Educational Background and Business Experience
Name:
Robert Alan Treleven
Born: 1966
Educational Background and Professional Designations:
Education:
MS Finance Finance, University of Illinois - 1993
BBA Business, University of Wisconsin-Milwaukee - 1990
Business Background:
06/2018 - Present
Senior Vice President
Blue Vista Capital Management
03/2009 - Present
Principal/Managing Member
Freeboard Capital, LLC
04/2011 - 12/2011
Managing Director
Jefferies LoanCore
08/2008 - 03/2009
Unemployed
Unemployed
05/2004 - 08/2008
Senior Vice President
Countrywide Securities
Item 3: Disciplinary Information
There are no legal or disciplinary events that are material to a client’s or prospective client’s
evaluation of this advisory business.
Item 4: Other Business Activities
Robert Alan Treleven is not engaged in any investment-related business or occupation (other than
this advisory firm).
Item 5: Additional Compensation
Other than salary, annual bonuses, or regular bonuses, Robert Alan Treleven does not receive any
economic benefit from any person, company, or organization, in exchange for providing clients
advisory services through Freeboard Capital, LLC.
Item 6: Supervision
Robert Alan Treleven is a co-owner and co-supervisor of Freeboard Capital, LLC, and works
closely with co-supervisor John F Burnside. All advice provided to clients is reviewed by this co-
supervisor prior to implementation. John Burnside can be reached at (847) 909-8089.