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Freestone Capital Management, LLC

● SEC registered since 2008CRD 145711SEC# 801-69073Seattle, WA
Export (members)
Ranks #677 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$14.54B
Fund GAV
$1.54B
Private funds
14
Employees
120
Accounts
4,494
Location
Seattle, WA

Freestone Capital Management, LLC assets under management

Freestone Capital Management, LLC is a registered investment adviser overseen by the SEC based in Seattle, WA. The firm has been registered since 2008. It reports $14.5 billion in regulatory assets under management and employs 120 people. Freestone Capital Management, LLC manages 14 private funds with combined gross assets of $1.5 billion, including Freestone Advantage Partners IV LP. By regulatory assets, it ranks 677 of 6,004 private fund managers.

Freestone Capital Management, LLC private funds

14 funds · $1.54B GAV
FundTypeGross assetsMin.
Freestone Advantage Partners IV LPHedge$337.4M$100K
Freestone LP Advantage Partners VIHedge$299.9M$100K
Freestone LP Advantage Partners VHedge$285.3M$100K
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Freestone Capital Management, LLC owners & executives

14 reported
NameTitleOwnershipSince
Erik Konrad Morgan ControlManager / Managing PartnerUnder 5%2012
Freestone Capital Holdings LLC ControlMemberOver 75%2008
Gary Isaac Furukawa ControlManager / Chief Investment OfficerUnder 5%2012
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Frequently asked questions

How much does Freestone Capital Management, LLC manage?

Freestone Capital Management, LLC reports $14.5 billion in regulatory assets under management on its Form ADV.

How many private funds does Freestone Capital Management, LLC manage?

Freestone Capital Management, LLC manages 14 private funds with combined gross assets of $1.5 billion.

How many employees does Freestone Capital Management, LLC have?

Freestone Capital Management, LLC reports 120 employees.

Where is Freestone Capital Management, LLC located?

Freestone Capital Management, LLC is based in Seattle, WA and has been SEC-registered since 2008.

Does Freestone Capital Management, LLC disclose fund performance?

Freestone Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address701 5th Avenue, 74th Floor, Seattle, WA 98104
Phone206-707-7300
Fax206-707-7399
Office hours7:30 a.m. To 4:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1128159
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$14.54B▲ 38%
Mar '25 — $10.54BApr '25 — $11.49BMay '25 — $11.49BJun '25 — $11.49BJul '25 — $11.49BAug '25 — $11.49BSep '25 — $11.49BOct '25 — $11.49BNov '25 — $11.49BDec '25 — $11.49BJan '26 — $11.49BFeb '26 — $11.49BMar '26 — $14.54BApr '26 — $14.54BMay '26 — $14.54BJun '26 — $14.54B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
AUM vs fund managersTop 11%
Larger than 89% of 6,004 private-fund managers
Number of fundsTop 18%
More funds than 82% of fund managers
EmployeesTop 6%
More than 94% of 16,825 advisers

Assets under management

$14.54Bregulatory AUM
Discretionary $9.97BNon-discretionary $4.57B

Service providers