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FREESTONE CAPITAL MANAGEMENT, LLC
CRD 145711 · SEC 801-69073
701 5TH AVENUE, 74TH FLOOR, SEATTLE, WA, 98104, United States
Phone
206-707-7300
Fax
206-707-7399
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$14.54B
Discretionary AUM
$9.97B
Team
120 total employees; 46 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1569 | $2.95B |
| High net worth individuals | 1337 | $8.40B |
| Pooled investment vehicles | 16 | $2.57B |
| Pension/profit sharing plans | 26 | $70.0M |
| Charitable organizations | 13 | $75.2M |
| Corporations/business entities | 33 | $472.1M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD