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Freedom 3 Capital
Freedom 3 Capital is an SEC-registered investment adviser in New York, NY, registered since 2014. The firm manages $1.1 billion in assets, with $1.0 billion on...
Freedom 3 Capital
Freedom 3 Capital is an SEC-registered investment adviser in New York, NY, registered since 2014. The firm manages $1.1 billion in assets, with $1.0 billion on a discretionary basis. It has 19 employees and 13 investment advisers.
General information
Firm type
Asset Manager
Year founded
2008
Location
Region
North America
Country
United States
City
New York
Corporate office
12 East 49th Street, 27th Floor, New York, NY 10017, United States
Additional offices
Kansas City, MO, United States
Principals
Jason Block
Partner
Erik Glover
Partner
Daniel Tamkin
Chief Operating Officer and Partner
Fred Buffone
Partner
Brian Block
Partner
Aaron Blazar
Partner
Kathryn Kantarian
Principal, Investor Relations
Joseph Seybuck
Chief Financial Officer
Michael Andrews
Chief Compliance Officer
Sector focus
Frequently asked questions
What does Freedom 3 Capital invest in?
Freedom 3 Capital provides private credit to family-owned businesses that are often facing an inflection point, such as a growth phase, recapitalization, or strategic transition. The firm focuses on customized capital solutions, structuring debt and preferred equity rather than taking common equity control positions. Its mandate is domestic, with sourcing activity anchored in New York and the Midwest via its Kansas City office.
How is Freedom 3 Capital's investment team structured?
The firm is led by a six-partner team: Jason Block, Erik Glover, Daniel Tamkin (who also serves as Chief Operating Officer), Fred Buffone, Brian Block, and Aaron Blazar. This partnership group governs investment decisions collectively, supported by a dedicated investor-relations principal and a compliance and finance team. The total firm headcount is 18 professionals.
Does Freedom 3 Capital use co-investors in its deals?
Yes — the firm's own disclosures explicitly include co-investor capital alongside its fund vehicles and direct investor base when reporting amounts deployed since inception. This signals that co-investment is a structural feature of its capital model rather than an occasional accommodation, though Freedom 3 does not publicly name its co-investors.
Is Freedom 3 Capital a direct lender or a fund-of-funds?
Freedom 3 Capital is a direct private credit manager. It structures and provides customized debt and preferred equity directly to operating companies. There is no indication in its materials that it allocates to external credit funds or operates as a fund-of-funds.
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