The FREESTONE CAPITAL MANAGEMENT, LLC is a privately held investment adviser that advises $14.54Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. FREESTONE CAPITAL MANAGEMENT, LLC 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 100.43% over the last 5-years.
The Group has been registered with the SEC for 18.28 years and is comprised of 1 filing and 1 relying advisers. They operate out of 5 office locations with their Headquarters at 701 5TH AVENUE 74TH FLOOR, SEATTLE, WASHINGTON. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 120 employees comprised of 46 investment and 74 non-investment staff. The total number of Employees increased by 46.34% over the last 5-years.
Their $14.54Bn in assets advised are owned by 16 private funds, 0 public funds and BDCs and 72 other accounts. Assets of High Net Worth Individuals clients own $8.4Bn or 57.78% of Total Assets and Individuals own $2.95Bn or 20.27% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 5 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
FREESTONE CAPITAL MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.