Freedom Financial Asset Management, LLC

Freedom Financial Asset Management, LLC, established in San Mateo, CA, is a registered investment adviser specializing in discretionary investment management services for pooled investment vehicles. The firm sponsors the Freedom Consumer Credit Fund, LLC, focusing on consumer installment loans and mortgage loans. Freedom Financial serves as the Managing Member and sponsor of the Fund, which is winding up and liquidating its assets. The firm's fee structure includes a Management Fee, Servicing Fee, and Incentive Allocation. Clients must meet the Qualified Purchaser requirements with a minimum capital contribution of $5,000,000 to invest in the Fund. Freedom Financial does not participate in wrap fee programs and has Regulatory Assets Under Management of $115,957,018 as of December 31, 2024. The firm discloses potential risks associated with its investment strategies, including illiquidity, default risk, and subprime risks. Freedom Financial follows a Code of Ethics to ensure client interests come first and has procedures in place to prevent insider trading. The firm reviews client accounts monthly and provides audited annual statements within 120 days of the Fiscal Year End. Additionally, Freedom Financial maintains custody of client assets through a qualified custodian and does not have authority to vote proxies on client securities. As of the latest information available, the firm has no financial commitments impairing its ability to meet client obligations.