The COLDSTREAM CAPITAL GROUP is a privately held investment adviser that advises $14.08Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. COLDSTREAM CAPITAL GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 141.53% over the last 5-years.
The Group has been registered with the SEC for 35.05 years and is comprised of 1 filing and 0 relying advisers. They operate out of 9 office locations with their Headquarters at ONE - 100TH AVENUE NE SUITE 102, BELLEVUE, WASHINGTON. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 207 employees comprised of 166 investment and 41 non-investment staff. The total number of Employees increased by 127.47% over the last 5-years.
Their $14.08Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 187 other accounts. Assets of High Net Worth Individuals clients own $11.33Bn or 80.52% of Total Assets and Corporations or Other Businesses own $1.09Bn or 7.77% of Total Assets.
The Group's top investment strategies include Real Estate, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $151.62mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
COLDSTREAM CAPITAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.