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 registered investment adviser formed in 2008 and organized as an LLC. The firm acts as a capital allocator and provides advisory services to both high-net-worth individuals and families as well as institutional clients. Its advisory slate includes financial planning, portfolio management for individuals and pooled investment vehicles, manager selection, and educational programming. Freestone also performs sponsor/GP duties for pooled vehicles and conducts commodity pooled vehicle or trading activities (CPO/CTA); the firm is licensed as an insurance broker. Fee arrangements include AUM-based fees, fixed fees and performance-based components. The firm identifies itself as an active ESG investor and has been recognized in industry outlets, including placement on Forbes and Citywire lists and a FA Magazine mention.