Case Study: Fremont Group achieves flexible portfolio reporting and greater operational efficiency with Addepar

Navigating Complexity with Addepar's Flexibility

Fremont Group is a San Francisco–based family office that manages multi-entity, multi-asset investments for a fourth-generation family of about 40 members. As the family and data volume grew, the firm faced increasing complexity in consolidating, analyzing, and reporting investment information at both strategic and highly granular levels for different stakeholders, and needed a scalable, accurate system that could present customized views for managers and family members.

Fremont selected Addepar to handle private investment company needs, fund accounting, and individualized reporting, enabling the team to translate fund performance into what it means for each family member. The platform’s flexibility and customizable formats delivered the “push a button” client-perspective reporting the firm wanted, driving greater operational efficiency, new informational insights, more time for analysis and risk analytics, and a deeper understanding of portfolios.

Fremont Group

Chuck Lesem

Director of Planning and Treasury