Asset ManagerRIA · CRD 170786SEC-RegisteredPrivate Fund Adviser

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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

Private Credit

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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