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Doral, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander International Private Banking | Miami | FL | 07/2014 | 04/2024 |
| Santander Securities, Llc | Dorchester | MA | 02/2015 | 04/2024 |
| Welcy Capital Advisors Llc | Miami | FL | 05/2024 | Present |
| Amerant Investment, Inc. | Miami | FL | 05/2024 | 12/2024 |
| Rac Strategic Partners Llc | Doral | FL | 12/2025 | Present |
--AI systems engineering (06/2026 - Present): Mr. Freund, in his individual capacity, operates a separate business from his home providing fractional executive services and operational artificial intelligence (“AI”) systems engineering to corporate enterprises, for which he receives compensation. This activity is not investment related, but it informs Mr. Freund’s macroeconomic understanding of the technology sector. To mitigate any potential conflict, the firm does not recommend client allocations into specific private technology firms for which Mr. Freund provides executive consulting services. Mr. Freund devotes approximately two hours of his daily professional time to this enterprise, not during trading hours. --Latin American alternative investments platform (05/2026 - Present): Mr. Freund, in his individual capacity, is currently engaged in the development and structural design of a Latin American alternative investments platform with a group of institutional partners. This development work is done from his home. This activity is investment-related. If, in the future, RAC Strategic Partners recommends a client purchase an alternative investment vehicle managed or sponsored by this platform, an inherent conflict of interest would arise due to the receipt of additional compensation by Mr. Freund. RAC Strategic Partners will fully disclose any such arrangements at the time of the recommendation, and clients are under no obligation to agree to the investment allocation. If a client purchases these investment products, RAC Strategic Partners will disclose all fees to the client, in advance. In addition, RAC Strategic Partners attempts to further mitigate this conflict by maintaining a Code of Ethics and employing trading policies and procedures designed to assist the advisor in further meeting its fiduciary obligations to adhere to the client’s agreed upon Investment Policy Statement, investor risk profile, investment goals, client communications, account reviews, suitability, and best interests. Mr. Freund anticipates dedicating a minor portion of his time to the governance and strategic positioning of this entity, or less than an hour of his daily professional time not during trading hours. --Objective CIO, publication on Substack (11/2025 - Present): Mr. Freund, in his individual capacity, operates and authors The Objective CIO, a subscription-based digital publication hosted on the Substack platform for which he receives publishing and subscription revenue. This publication discusses investment-related topics, specifically high-level macroeconomic analysis, market thought, and educational financial commentary to public subscribers. Essays written by Mr. Freund for The Objective CIO serves as an unedited account of Mr. Freund’s ongoing macroeconomic research, analytical methodology, and investment philosophy but does not provide personalized investment advice, individual portfolio recommendations, or market individual securities. Subscribers are explicitly notified through disclaimers that the publication does not constitute an offer of investment advisory services from RAC Strategic Partners, nor does it constitute investment advice. Mr. Freund dedicates a nominal amount of time outside of trading hours to authoring essays for The Objective CIO and performs this work from his home.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-12-05 |
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