Coldstream Wealth Management

Read About Hedge Funds

Key Facts

Websitehttp://www.coldstream.com
HeadquartersBellevue, WA
Employees57
AUM$2.1 billion
AUM as ofSeptember 18, 2017
Clients1074

Overview

Coldstream Wealth Management is a hedge fund based in Bellevue, WA. It was founded in 07/1991. They hold $2.1 billion in assets under management as of September 18, 2017. Read their Plain English Brochure.

Sub Funds and Performance

NameAUM (bn) Type Min Investment Num Clients Internal $ % Fund of Funds $ % Prime Brokers
Ascent Capital Fund II LLC 0.030 real estate fund 50,000 111 21.0 16.0
Ascent Capital Fund III LLC 0.032 real estate fund 50,000 120 9.0 7.0
Coldstream Alternative Strategies Fund LP 0.018 hedge fund 200,000 10

Key People

NameTitlePositionOwnership
Michael ButlerBoard Director Owner or OfficerNone
Howard ColemanChief Investment Officer Owner or OfficerNone
Kevin FitzwilsonPresident; Chairman Of Board Owner or Officer50-75%
Robert FrazierPortfolio Manager Owner or Officer5 to 10%
Elaine HellerRelationship Manager Owner or Officer5 to 10%
John OrehekBoard Director Owner or OfficerNone
Philip PlattSecretary; Chief Operating Officer Owner or Officer5 to 10%
Roger ReynoldsBoard Director Owner or Officer10 to 25%
David RobertsBoard Director Owner or OfficerNone
Gary RubensBoard Director Owner or OfficerNone
Richard SimmondsBoard Director Owner or OfficerNone
Erika YelleChief Compliance Officer Owner or OfficerNone