Freestone Capital Management Overview

  • Year Founded
  • 1999

Year Founded

  • Status
  • Private

  • Employees
  • 51

Employees

  • Latest Deal Type
  • IBO

  • Financing Rounds
  • 2

  • Investments
  • 4

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

Formerly Known As
Freestone Capital Management Inc
Ownership Status
Privately Held (backing)
Financing Status
Formerly PE-Backed
Primary Industry
Other Financial Services
Other Industries
Asset Management
Corporate 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
Other Financial Services
Seattle, WA
51 As of 2014
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Kansas City, MO
0000 As of 0000
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00.000 0000-00-00
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000 00

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00000 0000000000
Boston, MA
0000 As of 0000
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Freestone Capital Management Competitors (8)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
American Century Investments Formerly Angel backed Kansas City, MO 0000 00000 00000000000 00000
MFS Investment Management Corporate Backed or Acquired Boston, MA 0000 000000&0
AGF Management Corporation Toronto, Canada 000 00000000
Zevenbergen Capital Investments Corporate Backed or Acquired Seattle, WA 00 000000000000
Eaton Vance Corporate Backed or Acquired Boston, MA 0000 00000 000000000 00
You’re viewing 5 of 8 competitors. Get the full list »

Freestone Capital Management Executive Team (49)

Name Title Board Seat Contact Info
Erik Morgan President, Senior Partner & Client Advisor
Jennifer Moreland Chief Financial Officer & Partner
Matthew Tigert Managing Director & Chief Operating Officer
Michael Schneider Managing Director & Head of Diligence
Ann Gookin Managing Director & |Head of Investments
You’re viewing 5 of 49 executive team members. Get the full list »

Freestone Capital Management Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-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 (4)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Hilton Omaha 05-Jul-2018 000000000 Buildings and Property 0000 0000
Indian Spring Club 01-Jun-2017 0000000000 Leisure Facilities
Macgregor Downs Country Club 02-May-2014 0000000000 00.00 Leisure Facilities
Concert Golf Partners Buyout/LBO Asset Management
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
Concert Golf Partners 0000000000 Completed
  • 000000000 0000000
To view Freestone Capital Management’s complete exits history, request access »

Freestone Capital Management FAQs

  • When was Freestone Capital Management founded?

    Freestone Capital Management was founded in 1999.

  • Who is the founder of Freestone Capital Management?

    Gary Furukawa is the founder of Freestone Capital Management.

  • 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 000000.

  • How much funding has Freestone Capital Management raised over time?

    Freestone Capital Management has raised $40M.

  • Who are Freestone Capital Management’s competitors?

    American Century Investments, MFS Investment Management, AGF Management, Zevenbergen Capital Investments, and Eaton Vance are some of the 8 competitors of Freestone Capital Management.

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