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Freestone Capital Management

EST. AUM
$14,540,825,662

CONTACTS
16

CLIENT ACCOUNTS
4,494

Firm Details

Metro area Seattle
CRD Number 145711
Website freestonecapital.com
Client types

Overview

Freestone is a $9B RIA. They have offices in Seattle, San Francisco, Santa Barbara and Anchorage. Allocation-wise, they're split 65% traditional, 35% alternatives. Client base is mainly high net worth between $5m-$10m in size. Interestingly on the alternative side, there is some opportunity, but it is small. They run their own super niche real estate fund internally. They also invest in mobile home parks and buy golf courses, which are run by Concert Golf.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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