Freestone Capital Management, LLC

RIASEC RegisteredEst. 2008

Total AUM

$14.5B

Discretionary

$10B

69% of AUM

Avg account

$3.2M

Accounts

4,494

Employees

120

Advisory reps

Firm details

Headquarters: Seattle, Washington
CRD number: 145711
Registered since: April 25, 2008
Website: www.freestonecapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI57.78%
Individuals20.27%
Pooled Investment Vehicles17.7%
Corporations / Businesses3.25%
Charitable Organizations0.52%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Freestone Capital Management, LLC is an independent SEC-registered investment adviser (registered in 2008) that serves individuals, families and institutional clients. The firm operates as a capital allocator and sponsor/manager of pooled vehicles while also offering financial planning, portfolio management for individuals and pooled vehicles, manager selection and educational programming. Freestone supplements advisory work with commodity pool operator/commodity trading adviser (CPO/CTA) activity and insurance brokerage services, and it charges a mix of AUM-based, fixed and performance-linked fees. The firm reports an active ESG investing stance and deploys ESG considerations across its strategies. Freestone has been recognized in industry publications, including listings in FA Magazine, Citywire and Forbes across multiple years.