# FREESTONE CAPITAL MANAGEMENT, LLC

FREESTONE CAPITAL MANAGEMENT, LLC of SEATTLE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 145711
- Type: SEC-registered investment adviser
- SEC file number: 801-69073
- Location: 701 5TH AVENUE, 74TH FLOOR, SEATTLE, WA, 98104
- Phone: 206-707-7300
- Latest filing: 2026-06-29
- Regulatory AUM: $14.5B
- Discretionary AUM: $10.0B
- Non-discretionary AUM: $4.6B
- Clients: 120
- Accounts: 4,494

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Charities, Investment cos

## Officers, owners & control persons (32)

_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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145711/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145711/similar
- Related entities: https://search.stillhousedata.com/firm/145711/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145711

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.