Member · Freeport Financial Partners LLC
Kenneth D. Moelis
CRD 1015047 · Named on Form ADV at 6 SEC-registered advisers
At a glance
Freeport Financial Partners LLC, an SEC-registered private fund adviser based in Chicago, IL with $4.1 billion in regulatory assets, lists Kenneth D. Moelis on its Form ADV as Member, a control person. The SEC filings also name Kenneth at 5 other registered advisers.
Firms and roles
- Freeport Financial Partners LLCMemberPrivate fund adviser · Chicago, IL · $4.1B in regulatory assets
- Steele Creek Investment Management LLCMemberPrivate fund adviser · Charlotte, NC · $1.7B in regulatory assets
- Moelis Asset Catalyst PartnersMemberPrivate fund adviser · St Louis, MO · $288M in regulatory assets
- Crossbeam Venture PartnersLimited PartnerPrivate fund adviser · New York, NY · $508M in regulatory assets
- Moelis Capital Partners LLCCEOPrivate fund adviser · New York, NY · $147M in regulatory assets
- Archean Capital Partners II, L.L.C.MemberPrivate fund adviser · Newtown Square, PA · $528M in regulatory assets
AtlasMembers
Kenneth’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 6 firmsLocked
- Control-person status
- 5 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (17)
- Matthew M GerdesManaging Director, Freeport Financial Partners LLC
- Joseph V. WalkerChief Compliance Officer, Freeport Financial Partners LLC
- Joshua S. HowieManaging Director, Freeport Financial Partners LLC
- Stephen A. PapalasManaging Director, Freeport Financial Partners LLC
- Glenn P. DuffyChief Investment Officer, Steele Creek Investment Management LLC
12 more people named with Kenneth on the same filings, with titles and firms. Free in Atlas with a free account.
See all 17 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kenneth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.