Joshua Nmn Freedman

Employer firm

Robertson Stephens CRD 289977

$8.76B regulatory AUM 90 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → 06/2020
  Elk Creek Partners, Llc
  Denver, CO
• 06/2020 → 05/2023
  Ballast Equity Management
  Oakbrook Terrace, IL
• 05/2023 → 07/2024
  Ratio Wealth Group Llc
  Denver, CO
• 07/2024 → Present
  Robertson Stephens
  San Francisco, CA

Previous Registrations

• 2023-05-23 → 2024-08-28
  Ratio Wealth Group Llc
  Denver, CO
  Denver, CO
• 2020-07-02 → 2023-05-06
  Qsv Equity Investors Llc
  Naperville, IL
  Denver, CO
• 2012-03-23 → 2020-07-01
  Elk Creek Partners, Llc
  Denver, CO
• 2011-08-11 → 2011-12-31
  Elk Creek Partners, Llc
  Denver, CO
• 2007-04-04 → 2011-08-08
  Platte River Capital, Llc
  Denver, CO

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-05-24

Designations

• Chartered Financial Analyst

Other Names

• Joshua Freedman
• Josh Freedman