Coldstream Capital Management Inc
● SEC registered since 1991CRD 108805SEC# 801-39379Bellevue, WA
Ranks #699 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$13.93B
Fund GAV
$151.6M
Private funds
1
Employees
207
Accounts
4,386
Location
Bellevue, WA
Coldstream Capital Management Inc assets under management
Coldstream Capital Management Inc is an investment advisory firm registered with the SEC based in Bellevue, WA. The firm has been registered since 1991. It reports $13.9 billion in regulatory assets under management and employs 207 people. Coldstream Capital Management Inc manages 1 private fund with combined gross assets of $151.6 million, including Ascent Capital Fund III LLC. By regulatory assets, it ranks 699 of 6,004 private fund managers.
Coldstream Capital Management Inc private funds
1 funds · $151.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ascent Capital Fund III LLC | Real Estate | $151.6M | $50K |
Coldstream Capital Management Inc owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Marie Stonich | Board Director | Under 5% | 2022 |
| Bryan Paul Shipley | Chief Investment Officer | Under 5% | 2025 |
| David Brian Christian Control | Chief Growth Officer | 5-10% | 2025 |
See all 17 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Coldstream Capital Management Inc manage?
Coldstream Capital Management Inc reports $13.9 billion in regulatory assets under management on its Form ADV.
How many private funds does Coldstream Capital Management Inc manage?
Coldstream Capital Management Inc manages 1 private funds with combined gross assets of $151.6 million.
How many employees does Coldstream Capital Management Inc have?
Coldstream Capital Management Inc reports 207 employees.
Where is Coldstream Capital Management Inc located?
Coldstream Capital Management Inc is based in Bellevue, WA and has been SEC-registered since 1991.
Does Coldstream Capital Management Inc disclose fund performance?
Coldstream Capital Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One - 100th Avenue NE, Suite 102, Bellevue, WA 98004 |
| Phone | 425-283-1600 |
| Fax | 425-283-5100 |
| Office hours | 7:00a.m.- 4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1082339 |
| Discloses disciplinary history | No |
Regulatory AUM
$13.93B▲ 31%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
AUM vs fund managersTop 12%
Larger than 88% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$13.93Bregulatory AUM
Discretionary $13.62BNon-discretionary $301.5M
Service providers
Auditor