Freestone Capital Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

145711

SEC number

801-69073

Firm type

RIA

Assets under management

$14.5B as of Jun 29, 2026

Website

www.facebook.com/Freestone-Capital-Management-261727608057483 ↗

Phone

206-707-7300

Address

701 5th Avenue, Seattle, WA, 98104

Advisors at this firm

62 in our index · page 2 of 2

• Halle ShaefferCRD 8065771 · Seattle, WA
  IA Registered
• Amanda ShortCRD 7996000 · Seattle, WA
  IA Registered
• Benjamin Samuel SilberCRD 8180578 · Seattle, WA
  IA Registered
• Christopher Louis SomersCRD 6341878 · San Francisco, CA
  IA RegisteredRegistration inactive
• Alexa Julianne SteffensCRD 7555889 · Seattle, WA
  IA RegisteredRegistration inactive
• Elizabeth Mary SteiningerCRD 2426826 · San Francisco, CA
  IA Registered
• Matthew Allan TigertCRD 5098983 · Seattle, WA
  IA Registered
• Peter James WicklundCRD 1298107 · Seattle, WA
  IA Registered
• Jonathan Jacob WittlinCRD 5005623 · San Francisco, CA
  IA RegisteredRegistration inactive
• Tegan YuasaCRD 8140616 · Seattle, WA
  IA RegisteredRegistration inactive
• Elizabeth Erin ZackheimCRD 4788208 · Seattle, WA
  IA Registered
• Chloe L ChaseCRD 7960431 · Seattle, WA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.