Freegulliver, LLC

Retirement Plan Advisor

New Orleans, LA

About Freegulliver, LLC

<p>From its Laurel Street headquarters in Uptown New Orleans, Freegulliver, LLC works with families who want a single advisory team to handle both investments and day-to-day financial decisions.</p> <p>Founded in 2001, this registered investment advisor is based at 5500 Laurel Street, New Orleans, LA and serves clients across the New Orleans metro and beyond. Freegulliver reports $0.8B in assets under management (2026). The firm builds and oversees investment portfolios across public and private markets, including fixed income, private equity, real estate, hedge funds, and direct investments.</p> <p>Freegulliver also runs family office-style services such as investment administration, cash flow and tax planning, and risk management. For long-range planning, the team supports legacy planning, including estate planning and philanthropy.</p> <p>One differentiator is the mix of multi-asset portfolio management with hands-on family office administration under one roof, which can reduce the number of outside providers a family needs to coordinate.</p> <ul> <li>Investment advisory and portfolio construction across public and private markets</li> <li>Family office services: investment administration and cash flow oversight</li> <li>Tax planning coordination and risk management</li> <li>Legacy planning support, including estate planning and philanthropy</li> <li>3(21) fiduciary services for retirement plans</li> </ul>

Website: https://freegulliver.com/

Founded: 2001

Office Locations

  • New Orleans, LA (Headquarters)

Services Offered

  • 3(21) Investment Advisor

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $798.1M

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
ASSOCIATED BUILDERS AND CONTRACTORS, INC. RETIREMENT & SAVINGS PLAN ASSOCIATED BUILDERS AND CONTRACTORS, INC., DC $84M 1,367
TMC 401(K) RETIREMENT SAVINGS PLAN THERAPY MANAGEMENT CORPORATION, FL $47M 1,297
COLLEGIATE ACADEMIES 403(B) PLAN COLLEGIATE ACADEMIES, LA $13M 573
SCHONBERG & ASSOCIATES RETIREMENT SAVINGS PLAN D.C. SCHONBERG & ASSOCIATES LLC, LA $1M 55

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