A complete list of active advisors currently associated with Freestone Capital Management, LLC

Warmer can help you find a great advisor at Freestone Capital Management, LLC or one who fits your needs even better.

Freestone Capital Management, LLC is a comprehensive wealth management firm that manages approximately $14.5 billion for roughly 2,900 clients through a team of about 61 advisors. It provides discretionary and non‑discretionary portfolio management for individuals and institutions, financial planning and wealth management services, and sponsors privately offered pooled investment vehicles (private funds). The firm combines internally managed model portfolios, third‑party sub‑advisers and allocations to alternative investments to construct diversified portfolios, using both fundamental and quantitative analysis and an explicit focus on downside risk. Freestone typically manages advisory assets on a discretionary basis, recommends investments in its private funds on a non‑discretionary basis, and engages third‑party sub‑advisers (including a third party to oversee customized ESG solutions) for some strategies. What is distinctive about Freestone relative to many enterprise peers is its affiliation with Freestone Investments LLC, which serves as general partner of its private funds and is registered with the CFTC as a commodity pool operator — reflecting significant activity in pooled, multi‑manager and alternative strategies that include derivatives, real assets (e.g., oil and gas interests and bulk aged spirits), real estate and co‑investments. The firm also discloses that certain personnel may act as insurance producers and receive commissions for life and disability products, and it has an insurance solutions arrangement (LRRM/VPMC) that can involve monitoring fees, while private fund allocations follow a tiered “Freestone Assets” policy and may include side letters and performance‑based allocations.

To learn more about the advisors currently working at Freestone Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.