Freestone Capital Management Overview
- Year Founded
-
1999
- Status
-
Private
- Employees
-
51
- Latest Deal Type
-
IBO
- Financing Rounds
-
2
- Investments
-
5
Freestone Capital Management General Information
Description
Provider of wealth and asset management services. The company specializes in traditional and alternative investments and estate, trust, and tax planning. Its clients include high net-worth individuals and families with liquid assets ranging from $2 million to $100 million. It also offers philanthropic planning and convenience services.
Contact Information
Website
www.freestonecapital.comCorporate Office
- 701 Fifth Avenue
- 74th Floor
- Seattle, WA 98104
- United States
Corporate Office
- 701 Fifth Avenue
- 74th Floor
- Seattle, WA 98104
- United States
Freestone Capital Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Freestone Capital Management Comparisons
Industry
Financing
Details
Freestone Capital Management Competitors (8)
One of Freestone Capital Management’s 8 competitors is MFS Investment Management, a Corporate Backed or Acquired company based in Kansas City, MO.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| MFS Investment Management | Corporate Backed or Acquired | Kansas City, MO | ||||
| American Century Investments | Formerly Angel backed | Kansas City, MO | ||||
| Wellington Management | Formerly PE-Backed | Boston, MA | ||||
| Eaton Vance | Corporate Backed or Acquired | Boston, MA | ||||
| AGF Management | Corporation | Toronto, Canada |
Freestone Capital Management Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Freestone Capital Management Investments (5)
Freestone Capital Management’s most recent deal was a Corporate Asset Purchase with Hilton Omaha. The deal was made on 05-Jul-2018.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Hilton Omaha | 05-Jul-2018 | Corporate Asset Purchase | Buildings and Property | ||
| The Club at 12 Oaks | 01-Jun-2018 | Buyout/LBO | Leisure Facilities | ||
| Indian Spring Club | 01-Jun-2017 | Buyout/LBO | Leisure Facilities | ||
| Macgregor Downs Country Club | 02-May-2014 | Buyout/LBO | Leisure Facilities | ||
| Concert Golf Partners | Buyout/LBO | Asset Management |
Freestone Capital Management Exits (1)
Freestone Capital Management’s most recent exit was from Concert Golf Partners. The exit was categorized as .
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| Concert Golf Partners | Completed |
|
Freestone Capital Management FAQs
-
When was Freestone Capital Management founded?
Freestone Capital Management was founded in 1999.
-
Where is Freestone Capital Management headquartered?
Freestone Capital Management is headquartered in Seattle, WA.
-
What is the size of Freestone Capital Management?
Freestone Capital Management has 51 total employees.
-
What industry is Freestone Capital Management in?
Freestone Capital Management’s primary industry is Other Financial Services.
-
Is Freestone Capital Management a private or public company?
Freestone Capital Management is a Private company.
-
What is Freestone Capital Management’s current revenue?
The current revenue for Freestone Capital Management is .
-
How much funding has Freestone Capital Management raised over time?
Freestone Capital Management has raised $40M.
-
Who are Freestone Capital Management’s competitors?
MFS Investment Management, American Century Investments, Wellington Management, Eaton Vance, and AGF Management are some of the 8 competitors of Freestone Capital Management.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read blog » -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process »
