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FUNDRAISING NEWS | July 09, 2024

Coldstream Merges with Arnerich Massena

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Coldstream Capital Management has merged with Arnerich Massena, a Portland, Oregon-based investment advisory firm managing about $2 billion in assets. Arnerich Massena, founded over 30 years ago, is led by co-CEOs Reegan Rae and Bryan Shipley. Both firms share a common structure, being independently operated and employee-owned. With this merger, Coldstream's assets under management will surpass $10 billion.

Arnerich Massena has a team of seven advisors and a total staff of 19. This team will be incorporated into Coldstream as Team Rae, and all employees will become shareholders in Coldstream. Team Rae specializes in serving high-net-worth families, individuals, endowments, and foundations, offering portfolio management and investment advisory services. They also provide family office-related services such as legacy planning, business exit planning, family governance, and generational wealth planning. Coldstream operates from seven offices across four states, enhancing their reach and capabilities with this new partnership.

To view the press release, click here. 

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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