Freestone Investments LLC

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Assets, Funds, Holdings

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Freestone Investments LLC
CRD #129872
SEC #801-63077
CIK #
AUM
Employees
Phone206-398-1100
Address1191 Second Avenue, Suite 2100
Seattle, WA 98101
Source [IAPD]
Total AUM ($M)
50040030020010002004201120182025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 5 300.0
By Discretionary
Discretionary 5 300.0
Non-Discretionary 0 0.0
Total 5 300.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 300.0
Total 5 300.0
Firm Profile (Form ADV)
Discretionary AUM$0.4B
ServesResearch
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