Freestone Capital Management - Wealth Management

Freestone Capital Management - Wealth Management

Freestone Capital Management - Wealth Management

Overview
Date Founded

1999

Headquarters

701 Fifth Avenue,74th floor,Seattle, WA 98104-7016

Type of Company

Private

Employees (Worldwide)

62

Industries

Investment Services & Portfolio Management

Company Description

Freestone Capital Management (FCM) constructs diversified portfolios based on each client's unique investment objectives and risk tolerance. The firm integrates both internally and externally managed investment solutions in traditional asset classes. For qualified investors, they also offer alternative investment strategies. FCM believes that reducing risk is more important than short-term performance. They do not view either proprietary or external investment solutions as superior, utilizing both when appropriate.FCM typically manages discretionary account assets using a combination of the following three investment solutions: (1) internally managed model portfolios consisting of individual securities, mutual funds and/or ETFs; (2) model portfolios developed by parties not affiliated with FCM and managed by FCM or by those unaffiliated parties (external model portfolios); and (3) alternative investments. The firm's internally managed model portfolios include: equity, fixed income, and multi-strategy. Their external model portfolios include: global equity, fixed income and specialty.Affiliates of FCM's form and control various private funds designed to provide clients with exposure to alternative investment strategies. These private funds may invest in the US or outside of the US and employ a variety of investment strategies and techniques, including, among others: long/short equity strategies; distressed investing or arbitrage strategies, private placements and other restricted securities; the purchase of interests of a single private fund issuer sold in the secondary market; a multi-manager and fund-of-funds investment approach; real estate investments; private equity investments; privately originated corporate loans; and cleared and over-the-counter financial instruments including options, swaps, futures and other derivatives,

Executives & Employees

Co-Founder

Co-Founder

Co-Founder

Chief Financial Officer

Chief Operating Officer

General Counsel & Chief Compliance Officer

Senior Partner Client Advisor, Firm Management, Investment Management

Partner

Partner-Alternative Investments

Board of Directors

Co-Founder at Steelhead Partners LLC

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Recent Transactions
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Freestone Capital Management LLC /Management purchases Freestone Capital Management - Wealth Management from Sienna Group LLC

Advisors & Consultants
Auditor

Deloitte & Touche LLP offers auditing and consulting services. It also provides accounting, financial advisory, risk management, and tax services. The company engages in international financial reporting, assurance, advisory, tax auditing, corporate governance, risk consulting, advisory services, mergers and acquisitions, government compliance, and human capital consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Auditor

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Custodian

Founded in 1969, Morgan Stanley & Co. LLC is an SEC-registered broker/dealer headquartered in New York City. The firm is the primary broker subsidiary of Morgan Stanley (NYSE: MS). They are a member of FINRA. Morgan Stanley & Co. provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.The firm's Sales & Trading division offers cash and electronic trading platforms where Morgan Stanley acts as principal (including as a market maker) and agent in executing transactions globally in equity and equity-related products. These products include equity swaps, options, warrants and futures overlying individual securities, indices and baskets of securities and other equity-related products. Morgan Stanley's Institutional Equity division is a global leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Their Fixed Income team deals in a diverse range of products including interest rate and currency products, credit products, derivatives and commodities.

Advisor

Member, Alumni Executive Council at The Allen-Stevenson School

Awards & Honors
Rank #69
2015
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
Rank #61
2013
Financial Advisor Magazine - Top RIA Survey