Freestone Capital Management

Also known as Freestone Capital

Wealth ManagerSeattle, United StatesFounded 1999
$9.5B
Assets Under Management
Seattle
Headquarters

About Freestone Capital Management

Freestone Capital Management is a money management firm based in Seattle, Washington. Established in 1999, Freestone is an independent fee-only wealth advisory and asset management firm serving high-net-worth individuals and families with offices in Seattle, Washington, Oregon, and California. Freestone Capital Management's investment portfolio is valued at over $9.5 billion as of July 08, 2024, with investments in hedge funds, real estate, and private equity. Its discretionary assets are valued at $6.7 billion Investments in private equity include buyouts diversified across the United States. The portfolio prefers to make partnership investments of $5-25 million. The firm is open to first-fund investments.

Preferred Investment Types

BuyoutHedge FundReal Estate - General

Preferred Sectors & Themes

Wealth & Estate PlanningTrust ManagementLegal & Tax ServicesRetirement PlanningEquity/Mutual FundsInvestment ManagementInvestment Banking & BrokerageETFsDebt Management FinanceFinancial ServicesTraditional Investments (Liquid Assets)Banking

Preferred Geographies

AfricaAmericasAsiaBermudaCanadaCentral AmericaEuropeGreenlandMexicoMiddle EastNorth AmericaOceaniaSouth AmericaUnited States

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Frequently asked questions

What type of investor is Freestone Capital Management?

Freestone Capital Management is a wealth manager based in Seattle, United States, managing approximately $9.5B in assets.

Where is Freestone Capital Management headquartered?

Freestone Capital Management is headquartered in Seattle, United States.

How much does Freestone Capital Management manage?

Freestone Capital Management manages approximately $9.5B in assets under management.

When was Freestone Capital Management founded?

Freestone Capital Management was founded in 1999.

What does Freestone Capital Management invest in?

Freestone Capital Management focuses on Buyout, Hedge Fund, Real Estate - General, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, Equity/Mutual Funds.

How can I contact Freestone Capital Management?

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