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FREEDOM FUNDS MANAGEMENT CO
CRD 110785File 801-28640
APPROVED
Filing as of Dec 2, 2025
Feed vintage Oct 1, 2026
Regulatory AUM
$1.90B
Top 25% of cohort (national)
Discretionary AUM
$1.90B
Clients
1
1 accounts
Employees
9
Top 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 16, 1987
- Principal office
- 1200 17TH ST, STE 850, DENVER, CO, 80202-5808
- Phone
- 303-572-6990
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.90B
- Discretionary AUM
- $1.90B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1
- Non-discretionary accounts
- 0
- Total accounts
- 1
- AUM per client
- $1.90B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $1.90B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Employees | 8 | 9 | increased by1 |
| Jan 1, 2026 | AUM | $1,831,044,940 | $1,904,351,438 | increased by$73,306,498 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 8 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,772,243,392 | $1,831,044,940 | increased by$58,801,548 |
| Jan 1, 2022 | AUM | $1,515,224,238 | $1,772,243,392 | increased by$257,019,154 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FREEDOM FUNDS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FREEDOM FUNDS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.