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FREESTONE CAPITAL MANAGEMENT, LLC

dba FREESTONE CAPITAL MANAGEMENT, LLC · CRD 145711 · Registered Investment Adviser

Custody via related personManages private funds

FREESTONE CAPITAL MANAGEMENT, LLC is a Registered Investment Adviser headquartered in SEATTLE, WA. The firm reports $14,540,825,662 in regulatory assets under management across 4,494 accounts, and manages 14 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$9,968,894,538
Non-discretionary$4,571,931,124
Total RAUM$14,540,825,662
Accounts4,494

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 145711. adviserinfo.sec.gov/firm/summary/145711.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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