Managing Director · Freeport Financial Partners LLC
Matthew M Gerdes
CRD 6128198 · Named on Form ADV at one SEC-registered adviser
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 Matthew M Gerdes on its Form ADV as Managing Director, a control person.
Firms and roles
- Freeport Financial Partners LLCManaging DirectorPrivate fund adviser · Chicago, IL · $4.1B in regulatory assets
AtlasMembers
Matthew’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 the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- 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
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.