DBA: FREEGULLIVER, LLC
| Total AUM | $836.6M |
| Discretionary | $549.2M66% of AUM |
| Non-Discretionary | $287.4M |
| Client Accounts | 584 |
| Avg Account Size | $1.4M |
| Employees | 17 |
| Peak AUM | $836.6MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $837M | +4.8% | +21.0% | +16.0% | |
| Discretionary AUM | |||||
| Total AUM | $836.6M |
| Discretionary | $549.2M |
| Employees | 17 |
| Client Accounts | 584 |
| Client Range | 101-250 |
Address
5500 LAUREL STREET
NEW ORLEANS LA 70115
Phone
504-899-0300
Filing History
58 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$549M
65.6% of AUM
Non-Discretionary
$287M
34.4% of AUM
Disc. mix ▼ 1.9pp vs 1 year ago
Custody
| +16.5% /yrover 20 yrs · 58 filings |
Total AUM
$837M
| $549M |
| +1.9% |
| +30.5% |
| +19.3% |
| Non-Disc. AUM | $287M | +10.8% | +8.5% | +10.9% |
| Total Accounts | 584 | 23.9% | 8.4% | 3.2% |
| Avg Account Size | $1M | +37.7% | +32.1% | +19.8% |
| Employees | 17 | +6.3% | 0.0% | +1.2% |
| AUM / Employee | $49M | 1.3% | +21.0% | +14.6% |
Client AUM Segments | |||||
| Wealth AUM | $527M | +68.2% | +43.9% | +27.0% | |
| Institutional AUM | $42M | 80.9% | 22.8% | 19.2% | |
| Fund / Pooled AUM | $268M | +0.4% | +9.7% | +18.3% | |
Client Count Segments | |||||
| HNW Clients | 83 | 43.2% | 11.7% | 4.2% | |
| Institutional | 16 | 70.9% | 27.4% | 17.7% | |
| Pooled / Fund | 35 | 18.6% | 5.7% | +1.8% | |
| Individuals | 87 | 2.2% | +5.4% | +6.6% | |