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Robert Alan Treleven

FREEBOARD CAPITAL, LLC·NORTHBROOK, Illinois
Unclaimed Profile
1240 MEADOW ROAD, NORTHBROOK, IL 60062CRD# 2783739Firm CRD# 167222
01

About

Robert Alan Treleven is a registered financial advisor based in NORTHBROOK, Illinois, affiliated with FREEBOARD CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
FREEBOARD CAPITAL, LLC
FREEBOARD CAPITAL, LLC
AUM
$112M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FREEBOARD CAPITAL, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2783739
Firm CRD# 167222
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Alan Treleven offer?
Robert Alan Treleven specializes in Investment Management. Contact their office in NORTHBROOK, Illinois for a consultation.
What are Robert Alan Treleven's credentials?
Robert Alan Treleven is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Alan Treleven located?
Robert Alan Treleven is based in NORTHBROOK, Illinois, working with FREEBOARD CAPITAL, LLC. Their office serves clients in the NORTHBROOK metropolitan area and surrounding communities.
How does Robert Alan Treleven charge for services?
Robert Alan Treleven's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FREEBOARD CAPITAL, LLC?
FREEBOARD CAPITAL, LLC has approximately 2 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)EVANSTON (103)DOWNERS GROVE (83)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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