# FREEPORT FINANCIAL PARTNERS LLC

FREEPORT FINANCIAL PARTNERS LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 166682
- Type: SEC-registered investment adviser
- SEC file number: 801-77952
- Location: 200 SOUTH WACKER DRIVE, SUITE 925, CHICAGO, IL, 60606-3916
- Phone: 312-281-4600
- Latest filing: 2026-03-25
- Regulatory AUM: $4.1B
- Discretionary AUM: $4.1B
- Clients: 24
- Accounts: 19

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| [Allen Matthew James](https://search.stillhousedata.com/person/26437) | MANAGING DIRECTOR | Nashville, TN |
| [Kenneth David Moelis](https://search.stillhousedata.com/person/674753) | MEMBER | — |
| [Joseph Vincent Walker](https://search.stillhousedata.com/person/692466) | CHIEF COMPLIANCE OFFICER | — |
| [Matthew M Gerdes](https://search.stillhousedata.com/person/692467) | MANAGING DIRECTOR | — |
| [Joshua Stanley Howie](https://search.stillhousedata.com/person/692468) | MANAGING DIRECTOR | — |
| [Stephen Anthony Papalas](https://search.stillhousedata.com/person/692469) | MANAGING DIRECTOR | — |
| [MOELIS JEFFREY DAVID](https://search.stillhousedata.com/person/781361) | MEMBER | — |
| [WALKER JOSEPH VINCENT](https://search.stillhousedata.com/person/827327) | CHIEF COMPLIANCE OFFICER | — |
| [GERDES MATTHEW M](https://search.stillhousedata.com/person/827328) | MANAGING DIRECTOR | — |
| [HOWIE JOSHUA STANLEY](https://search.stillhousedata.com/person/827329) | MANAGING DIRECTOR | — |
| [PAPALAS STEPHEN ANTHONY](https://search.stillhousedata.com/person/827330) | MANAGING DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166682/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166682/similar
- Related entities: https://search.stillhousedata.com/firm/166682/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166682

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.