COLDSTREAM CAPITAL MANAGEMENT INC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 108805). Regulatory assets under management: $13.9B.
Compensation: % of AUM, Hourly, Fixed, Performance, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos.
Showing 25 of 41 people.
| Name | Role | Location |
|---|---|---|
| David Gordon Roberts | BOARD DIRECTOR | — |
| Roger Clifford Reynolds | SHAREHOLDER | — |
| Kevin Michael Fitzwilson | CHIEF EXECUTIVE OFFICER; CHAIRMAN OF BOARD; PRESIDENT; CHAIRMAN OF BOARD | — |
| Erika Eng Yelle | CHIEF COMPLIANCE OFFICER | — |
| Heather Ann Bell Redman | BOARD DIRECTOR | — |
| Joshua E Harris | BOARD DIRECTOR | — |
| Anne Marie Stonich | BOARD DIRECTOR | — |
| Natalie Marie Straub | CHIEF REVENUE OFFICER | — |
| Matthew Alan Sonnen | CHIEF OPERATING OFFICER | — |
| Marvin Rush Benton | BOARD DIRECTOR | — |
| Bryan Paul Shipley | CHIEF INVESTMENT OFFICER | — |
| Reegan Elizabeth Rae | BOARD DIRECTOR | — |
| David Brian Christian | CHIEF GROWTH OFFICER | — |
| COLEMAN HOWARD A | CHIEF INVESTMENT OFFICER | — |
| BUTLER BUDDY JOSEPH | BOARD DIRECTOR; DIRECTOR | — |
| GHER DONALD LEE | DIRECTOR; MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER; SHAREHOLDER | — |
| REYNOLDS ROGER CLIFFORD | BOARD DIRECTOR; DIRECTOR; MANAGING DIRECTOR (+2 more) | — |
| TOWNER LUTHER | SHAREHOLDER | — |
| HOLMES GEOFFREY W | DIRECTOR; SHAREHOLDER | — |
| FITZWILSON KEVIN MICHAEL | MANAGING DIRECTOR; MANAGING PARTNER; PARTNER (+1 more) | — |
| PORTER W THOMAS | DIRECTOR | — |
| YELLE ERIKA ENG | CHIEF COMPLIANCE OFFICER | — |
| BENTON MARVIN RUSH | BOARD DIRECTOR | — |
| SIMMONDS RICHARD SCOTT | BOARD DIRECTOR; DIRECTOR | — |
| HARRIS JOSHUA E | BOARD DIRECTOR | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| ASCENT CAPITAL FUND III LLC | Real Estate Fund | Washington | 341 | $151.6M | $50K |
Showing 15 of 18 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| PORTLAND | OR | 28 | 503.239.0475 |
| PORTLAND | OR | 28 | 503.239.0475 |
| MERCER ISLAND | WA | 26 | 206.466.6200 |
| MERCER ISLAND | WA | 26 | 206.466.6200 |
| PORTLAND | OR | 24 | 503.765.1223 |
| PORTLAND | OR | 24 | 503.765.1223 |
| SEATTLE | WA | 18 | 206.281.7700 |
| SEATTLE | WA | 18 | 206.281.7700 |
| KIRKLAND | WA | 5 | 425.822.6557 |
| SEATTLE | WA | 5 | 206.548.5000 |
| KIRKLAND | WA | 5 | 425.822.6557 |
| SEATTLE | WA | 5 | 206.548.5000 |
| BEND | OR | 2 | 541-306-2374 |
| BOISE | ID | 2 | 208.515.2230 |
| KENAI | AK | 2 | 907.215.2180 |