RIA Intel›Advisers›California›FREEMAN SPOGLI MANAGEMENT CO., L.P.

FREEMAN SPOGLI MANAGEMENT CO., L.P.

Advisory

N·LOS ANGELES, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$6.2B
1-Year AUM Growth
+0.9%
3-Year CAGR
+4.6%
Employees
28
Assets Under Management
Total AUM$6.2B
Discretionary AUM$6.2B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients9
Team
Total Employees28
Investment Advisers35
Employee Growth (1Y)-3.6%
Filing History
Total Filings on Record21
First FilingFeb 14, 2012
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 21 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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