Freestone Capital Management Overview

  • Founded
  • 1999
Founded
  • Status
  • Private
  • Employees
  • 56
Employees
  • Latest Deal Type
  • IBO
  • Financing Rounds
  • 2
  • Investments
  • 3

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

Ownership Status
Privately Held (backing)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • 701 Fifth Avenue
  • 74th Floor
  • Seattle, WA 98104
  • United States
+1 (206) 000-0000
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Freestone Capital Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Freestone Capital Management Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of wealth and asset management services. The company specializes in traditional and alternative investments and
Asset Management
Seattle, WA
56 As of 2015
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Seattle, WA
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Freestone Capital Management Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
00000000000 000000 Private Equity-Backed Seattle, WA 000000000000
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Freestone Capital Management Executive Team (45)

Name Title Board Seat Contact Info
Larry Miles President & Chief Executive Officer
Erik Morgan Senior Partner, Firm Management and Investment Management, and Client Advisor
Jennifer Moreland Chief Financial Officer & Partner
Bruce Milam Partner & Chief Operating Officer
Christine Opp Managing Director & Client Advisor
You’re viewing 5 of 45 executive team members. Get the full list »

Freestone Capital Management Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Freestone Capital Management Investments (3)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 00000 05-Jul-2018 000000000 00000 00 Buildings and Property 0000 000000
000000000 00000 00 02-May-2014 0000000000 00.00 Leisure Facilities
Concert Golf Partners Buyout/LBO Leisure Facilities
To view Freestone Capital Management’s complete investments history, request access »

Freestone Capital Management Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
0000000 0000 00000 0000000000 Completed
  • 000000000 0000000
To view Freestone Capital Management’s complete exits history, request access »