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FREEGULLIVER, LLC
Legal name: FREEGULLIVER, L.L.C.
CRD 117040File 801-65870
APPROVED
Retail clients
Custody
Filing as of Aug 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$836.6M
Above cohort median (national)
Discretionary AUM
$549.2M
Non-discretionary $287.4M
Clients
221
584 accounts
Employees
17
Top 25% of cohort in LA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 30, 2006
- Principal office
- 1000 S. NORMAN C. FRANCIS PKWY, SUITE 301, NEW ORLEANS, LA, 70125
- Phone
- 504-899-0300
- Website
- HTTPS://WWW.FREEGULLIVER.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $836.6M
- Discretionary AUM
- $549.2M
- Non-discretionary AUM
- $287.4M
- Discretionary accounts
- 459
- Non-discretionary accounts
- 125
- Total accounts
- 584
- AUM per client
- $3.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $13.1M |
| Charitable organizations | Fewer than 5 | $9.0M |
| High net worth individuals | 87 | $507.0M |
| Pooled investment vehicles | 35 | $267.6M |
| Pension and profit sharing plans | 11 | $19.5M |
| Individuals (other than high net worth individuals) | 83 | $20.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.