Clients
Freestone Grove Partners serves 6 clients. The average client has about $2.75 billion with the firm.
- Pooled investment vehicles6 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 6 | $16,476,432,204 | 100.0% | $2.75B |
| Total | 6 | $16,476,432,204 | 100% | $2.75B |
- Clients
- 6
- Regulatory AUM
- $16,476,432,204
- Share
- 100.0%
- Avg. per client
- $2.75B
Total
- Clients
- 6
- Regulatory AUM
- $16,476,432,204
- Share
- 100%
- Avg. per client
- $2.75B
What it does
Freestone Grove Partners provides portfolio management for pooled vehicles. It is paid through performance-based fees and other arrangements.
Freestone Grove Partners advises 2 private funds.
100.0% of assets ($16.48B across 6 accounts) are managed with discretion. 66% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Freestone Grove Partners has custody of $16.48B for 6 clients.
- All other custodians$16.48B100%
Ownership and leadership
Todd Barker owns 50% to 75% of Freestone Grove Partners.
- Owns 50% to 75% of Freestone Grove Partners LP
Todd Barker
Control person · since February 2023
- Owns 10% to 25% of Freestone Grove Partners LP
Santiago Morillo
Control person · since February 2023
- Owns 10% to 25% of Freestone Grove Partners LP
Ravi Paidipaty
Control person · since February 2023
- Owns 5% to 10% of Freestone Grove Partners LP
Naozer Dadachanji
Control person · since February 2023
Leadership
- Naozer DadachanjiLimited Partner, President, COO
- Todd BarkerLimited Partner, CEO, CIO
- Santiago MorilloLimited Partner, Head of Quantitative Strategies
- Dina OliveiraCFO
- Ravi PaidipatyLimited Partner, Deputy CIO
- Darin SadowGeneral Counsel, CCO
Staff
- 182 employees
- 105 in advisory functions
Reported holdings
Freestone Grove Partners’ reported 13F holdings total $15.58B across 990 positions, and the ten largest make up 22.3% of it.
- $15.58B
- Reported 13F value
- 990
- Positions
- 22.3%
- In the 10 largest
- +10.0%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF6.8%
- Vanguard Index Fds · S&P 500 ETF Shs6.6%
- Invesco Qqq TR · Unit Ser 1Put2.2%
- US Bancorp1.1%
- Rtx Corporation1.0%
- GE Aerospace1.0%
- Crane Company1.0%
- American Intl Group Inc.0.9%
- Snowflake Inc. · Com Shs0.9%
- Fortune Brands Innovations I0.9%
Together, the ten largest are 22.3% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $15.58B is not its $16.48B in regulatory assets and does not represent any individual client's portfolio.
Fees
Freestone Grove Partners is paid through performance-based fees and other.
Freestone Grove Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Freestone Grove Partners has 5 offices, with 6 listed addresses across 5 states.
New York · 2 listed addresses
- 375 Park Avenue, New York
- 65 E 55th ST., New York
California · 1 listed address
- 101 California Street, Suite 4300, San FranciscoHQ
Connecticut · 1 listed address
- 700 Canal ST., Stamford
Florida · 1 listed address
- 525 Okeechobee BLVD, West Palm Beach
Texas · 1 listed address
- 200 W 6th ST., Austin
Registration details
- Legal name
- Freestone Grove Partners LP
- Headquarters
- 101 California Street, Suite 4300, San Francisco, CA 94111
- Phone
- 415-907-4100
- Website
- Not reported
- SEC file
- 801-129178
- Structure
- California limited partnership
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Freestone Grove Partners have?
Freestone Grove Partners has 6 clients and manages $16.5 billion for them, as of September 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 September 2026
What services does Freestone Grove Partners offer?
Freestone Grove Partners provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Freestone Grove Partners have?
Freestone Grove Partners has 0 investment adviser representatives registered with state securities authorities, out of 182 employees, and 105 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Freestone Grove Partners?
Freestone Grove Partners’ direct owners are Todd Barker (50% to 75%), Santiago Morillo (10% to 25%), Ravi Paidipaty (10% to 25%) and Naozer Dadachanji (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 September 2026
How does Freestone Grove Partners get paid?
Freestone Grove Partners is paid through performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
