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.