Freedom 3 Capital

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.

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.

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.

Freedom 3 operates from two offices — Midtown Manhattan and Kansas City, Missouri — which positions it to source family-business opportunities across both Eastern and Midwestern markets. The firm's emphasis on relationship-driven, partner-like behavior suggests origination leans on regional networks and direct outreach rather than auction-based processes.

Investment decisions appear to reside with the six named partners collectively. The firm does not designate a single Chief Investment Officer, and the partnership includes both investment-facing partners and an operating officer, indicating that decisions are made through a collaborative partnership structure.

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.

The firm is privately held by its partners, who are the public-facing leadership. The website lists six partners and a group of vice presidents and associates, consistent with a self-owned investment management partnership. No parent company or external financial sponsor is disclosed.