Coldstream Wealth Management
Contact Details for Coldstream Wealth Management
Coldstream Wealth Management
One – 100Th Avenue Ne
Suite 102
Bellevue, WA 98004
United States
Phone: 425-283-1600
Fax: 425-283-5100
Website: http://www.coldstream.com
Main Email: info@coldstream.com
Overview of Coldstream Wealth Management
Org. Type: Corporation
Registration Country: United States
0
SEC#: 801-39379
Org#: 108805
Legal Issues: No legal issues reported
Company Type: Hedge Fund
Strategies/Sectors: Fund of Funds
Pooled Investments: Up to 10 percent
Private Funds Managed(3): Coldstream Alternative Strategies Fund Lp, Ascent Capital Fund Ii Llc , Ascent Capital Fund Iii Llc
Ownership/Leadership of Coldstream Wealth Management
| Roger Clifford Reynolds | Board Director |
| Kevin Michael Fitzwilson | President; Chairman Of Board |
| Philip Thomas Platt | Secretary; Chief Operating Officer |
| Richard Scott Simmonds | Board Director | Board Director |
| Gary Rubens | Board Director |
| Erika Eng Yelle | Chief Compliance Officer |
| John Michael Orehek | Board Director |
Coldstream Wealth Management Key Stats and Charts
Discretionary AUM: $1.9 billion
Rank: 794 out of 3271 hedge fund management companies
Total AUM: $2.1 billion
Rank: 783 out of 3271 hedge fund management companies
# of Accounts: 1074
Rank: 138 out of 3271 hedge fund management companies
Average Account Size: 1952655.15456
Rank: 2095 out of 3271 hedge fund management companies
# of Employees: 57
Rank: 383 out of 3271 hedge fund management companies
# of Private Funds: 3
Rank: 995 out of 3271 hedge fund management companies
