LP Profile

Coldstream Capital Management

Asset ManagerBellevue, United States
$6.2B
Assets Under Management
Bellevue
Headquarters
Investment Focus

About Coldstream Capital Management

Coldstream is an employee-owned, independently operated wealth management firm. WeÀ6 ve been earning the trust of and giving peace of mind to high-net-worth clients since 1996. Our advisors are fiduciaries, meaning we are obligated to put your interests ahead of our own.\ \ \ \ \ \ Our commitment to providing transparent and objective advice starts with learning about your financial and lifestyle goals. From there, we create an investment strategy and guide you step-by-step through the entirety of the wealth management process, always striving to provide clarity and comfort during what can often be a complicated journey.\ \ \

Preferred Investment Types

Investment FundsVenture CapitalPrivate EquityVenture Capital - Early StageJoint Venture/Partner

Preferred Sectors & Themes

Startups & ManagementOptions TradingEquity/Mutual FundsEquity SecuritiesConservative Allocation FinanceAlternative InvestmentsTraditional Investments (Liquid Assets)

Preferred Geographies

United States
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FAQ

Frequently asked questions

What type of investor is Coldstream Capital Management?

Coldstream Capital Management is a asset manager based in Bellevue, United States, managing approximately $6.2B in assets.

Where is Coldstream Capital Management headquartered?

Coldstream Capital Management is headquartered in Bellevue, United States.

How much does Coldstream Capital Management manage?

Coldstream Capital Management manages approximately $6.2B in assets under management.

What does Coldstream Capital Management invest in?

Coldstream Capital Management focuses on Investment Funds, Venture Capital, Private Equity, Venture Capital - Early Stage, Joint Venture/Partner, Startups & Management, Options Trading, Equity/Mutual Funds.

How can I contact Coldstream Capital Management?

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