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FREESTONE GROVE PARTNERS LP

SAN FRANCISCO, CA · CRD 328089 · IAPD ↗ · fgrovep.com · 4159074100

$16.48BRegulatory AUM
105Advisory reps
182Employees
0Clients
n/aPlanning clients
2Private funds
6States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — FREESTONE GROVE PARTNERS LP notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2026 — FREESTONE GROVE PARTNERS LP added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2026 — FREESTONE GROVE PARTNERS LP reported RAUM up 42% ($11.63B -> $16.48B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — FREESTONE GROVE PARTNERS LP grew from 75 to 105 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2025 — FREESTONE GROVE PARTNERS LP reported RAUM up 94% ($5.99B -> $11.63B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — FREESTONE GROVE PARTNERS LP grew from 53 to 75 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
June 2024 — FREESTONE GROVE PARTNERS LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
40
May 2024 — FREESTONE GROVE PARTNERS LP added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
May 2024 — FREESTONE GROVE PARTNERS LP now reports custody of client assets ($5.99B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
May 2024 — FREESTONE GROVE PARTNERS LP grew from 17 to 53 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.