FREESTONE CAPITAL MANAGEMENT, LLC of SEATTLE, WA is an SEC-registered investment adviser (CRD 145711). Regulatory assets under management: $14.5B.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Charities, Investment cos.
Showing 25 of 32 people.
| Name | Role | Location |
|---|---|---|
| ERIK KONRAD MORGAN | MANAGER; MANAGER / MANAGING PARTNER | SEATTLE, WA |
| Gary Isaac Furukawa | MANAGER; MANAGER / CHIEF INVESTMENT OFFICER; MEMBER CLASS A; MANAGER (+1 more) | — |
| Della Furukawa | MEMBER CLASS A; MANAGER | — |
| Jennifer Michelle Moreland | CHIEF FINANCIAL OFFICER | — |
| George Percy Chang | GENERAL COUNSEL | — |
| Jessica Marie Rodriguez | CHIEF COMPLIANCE OFFICER | — |
| Matthew Allan Tigert | MANAGING DIRECTOR ADVISORY OPERATIONS | — |
| FURUKAWA GARY ISAAC | CHAIRMAN AND CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER; MANAGER (+6 more) | — |
| GOLDMAN ARTHUR GLENN | TRUSTEE | — |
| HAVENS GILBERT SCHUYLER | CHIEF FINANCIAL OFFICER | — |
| GREENE JANICE MARIE | CHIEF COMPLIANCE OFFICER | — |
| KIAIE KATHLYNE KNOBLOCH | CHIEF COMPLIANCE OFFICER | — |
| SMART GARY THOMAS | PARTNER / DIRECTOR OF OPERATIONS | — |
| MORGAN ERIK KONRAD | CLIENT ADVISOR; MANAGER; MANAGER / PRESIDENT (+3 more) | — |
| PATRICK KEVIN IRA | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR, ADMINISTRATION AND OPERATIONS; MANAGING DIRECTOR, ADMINISTRATION AND OPERATIONS; CHIEF COMPLIANCE OFFICER (+1 more) | — |
| MORELAND JENNIFER MICHELLE | CHIEF FINANCIAL OFFICER; PARTNER / CHIEF FINANCIAL OFFICER | — |
| CHANG GEORGE PERCY | GENERAL COUNSEL; GENERAL COUNSEL / CHIEF COMPLIANCE OFFICER | — |
| SVENSON SCOTT TRIMBLE | CHIEF EXECUTIVE OFFICER; MANAGER; MANAGING PARTNER (+2 more) | — |
| SVENSON ALLY | MEMBER (JOINTLY WITH SCOTT SVENSON) | — |
| ALLISON KELLY ANN | CHIEF FINANCIAL OFFICER; MANAGING DIRECTOR, FINANCE AND ACCOUNTING | — |
| MILES LAWRENCE KENNETH | PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| RODRIGUEZ VANESSA MARIE | CHIEF COMPLIANCE OFFICER | — |
| BARNYAK JAMES MONROE | CHIEF OPERATING OFFICER; PARTNER | — |
| MARTINEZ ERIC SCOTT | CHIEF COMPLIANCE OFFICER; SENIOR COMPLIANCE OFFICER | — |
| AKINS SCOTT WILLIAM | GENERAL COUNSEL; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| FREESTONE ADVANTAGE PARTNERS IV LP | Hedge Fund | Delaware | 463 | $337.4M | $100K |
| FREESTONE LP ADVANTAGE PARTNERS VI | Hedge Fund | Delaware | 513 | $299.9M | $100K |
| FREESTONE LP ADVANTAGE PARTNERS V | Hedge Fund | Delaware | 483 | $285.3M | $100K |
| FREESTONE BOURBON FUND LP | Hedge Fund | Delaware | 287 | $188.3M | — |
| FREESTONE LITIGATION PARTNERS LP | Hedge Fund | Delaware | 316 | $183.4M | $250K |
| FREESTONE AFFORDABLE HOUSING PARTNERS LP | Hedge Fund | Delaware | 130 | $121.6M | $500K |
| FREESTONE OMAHA HOTEL LP | Hedge Fund | Delaware | 46 | $39.8M | $1.0M |
| FREESTONE ADVANTAGE PARTNERS III LP | Hedge Fund | Delaware | 189 | $35.2M | $200K |
| FREESTONE ADVANTAGE PARTNERS II LP | Hedge Fund | Delaware | 156 | $22.1M | $500K |
| FREESTONE CAPITAL QUALIFIED PARTNERS LP | Hedge Fund | Delaware | 109 | $11.1M | $500K |
| FREESTONE CAPITAL PARTNERS LP | Hedge Fund | Washington | 68 | $5.4M | $500K |
| FREESTONE CAPITAL PARTNERS LTD | Hedge Fund | Cayman Islands | 63 | $4.2M | $500K |
| FREESTONE OPPORTUNITY QUALIFIED PARTNERS LP | Hedge Fund | Delaware | 103 | $3.1M | $500K |
| FREESTONE OPPORTUNITY PARTNERS LP | Hedge Fund | Delaware | 60 | $2.2M | $500K |
| City | State | Employees | Phone |
|---|---|---|---|
| SAN FRANCISCO | CA | 7 | 415-510-6850 |
| CAMPBELL | CA | 3 | 206-707-7300 |
| SANTA BARBARA | CA | 1 | 805-845-8012 |
| ANCHORAGE | AK | 1 | 907-299-1907 |