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FREESTONE CAPITAL MANAGEMENT, LLC
CRD 145711File 801-69073
APPROVED
Retail clients
Custody
Filing as of Jun 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$14.54B
Top 10% of cohort (national)
Discretionary AUM
$9.97B
Non-discretionary $4.57B
Clients
2,994
4,494 accounts
Employees
120
Top 10% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 25, 2008
- Principal office
- 701 5TH AVENUE, 74TH FLOOR, SEATTLE, WA, 98104
- Phone
- 206-707-7300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $14.54B
- Discretionary AUM
- $9.97B
- Non-discretionary AUM
- $4.57B
- Discretionary accounts
- 2,797
- Non-discretionary accounts
- 1,697
- Total accounts
- 4,494
- AUM per client
- $4.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 33 | $472.1M |
| Charitable organizations | 13 | $75.2M |
| High net worth individuals | 1,337 | $8.40B |
| Pooled investment vehicles | 16 | $2.57B |
| Pension and profit sharing plans | 26 | $70.0M |
| Individuals (other than high net worth individuals) | 1,569 | $2.95B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.