Freestone Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Seattle, WA. Its latest Form ADV filing, dated March 30, 2026, reports $14.5B in regulatory assets under management, 120 employees, 4 offices, and 4,494 accounts.
Assets Under Management
$14.5B
Employees
120
Offices
4 offices
Total Clients
2,994
Primary office
SEATTLE, WA
701 5TH AVENUE, 74TH FLOOR, SEATTLE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.4% of total clients.
Top client categories% of clientsClients
1
Individuals
52.4%
1,569
2
HNWI
44.7%
1,337
3
Corporations
1.1%
33
4
Pension Plans
0.9%
26
5
Pooled Investment Vehicles
0.5%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$14.5Bas of March 30, 2026
Discretionary68.6%
$10.0B
69% of total RAUM68.6%
Non-discretionary31.4%
$4.6B
31% of total RAUM31.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$14.5B
Total Accounts4,494
10Y AUM Change+$10.7B (+274.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees120
Clients per Employee25:1
10Y Employee Change+60 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.