Freestone Capital Management is a comprehensive wealth management and investment advisory firm that was founded in 1999. Headquartered in Seattle, Washington, the firm operates as an SEC-registered investment adviser providing both discretionary and non-discretionary services to a diverse range of clients. The core investment mandate of Freestone Capital Management involves tailoring managed accounts to meet specific client objectives while also managing various privately offered pooled investment vehicles. This dual approach allows the firm to address the complex financial needs of its investor base through a combination of traditional and alternative investment strategies. Since its inception over two decades ago, the firm has established a significant presence in the Western United States, maintaining a consistent market position as a long-standing provider of integrated financial solutions for high-net-worth individuals and institutional entities. The primary asset classes managed by Freestone Capital Management are materially weighted toward exchange-traded equity securities, which often comprise the vast majority of advisory account holdings. Beyond public equities, the firm executes a multi-faceted strategy that includes significant exposures to U.S. government and municipal bonds, as well as non-exchange equity positions. Within its private fund offerings, the firm employs credit-driven and opportunistic strategies, focusing on debt and distressed investing, structured finance, and private placements. These private vehicles also engage in real-estate-related strategies, including investments in residential- and mortgage-backed securities. As a Registered Investment Adviser (RIA), the firm adheres to a fiduciary standard across its geographic focus, which primarily targets markets within the United States. The execution of these strategies is designed to provide diversified exposure across both liquid public markets and less liquid private credit and equity opportunities, reflecting the broad expertise of Freestone Capital Management in navigating various economic cycles. In terms of organizational scale, Freestone Capital Management maintains a robust physical footprint with offices located in Seattle, Santa Barbara, San Francisco, Campbell, and Anchorage. This regional network supports a client base of approximately 2,900 advisory accounts, primarily consisting of high-net-worth families and individuals. Additionally, the firm serves a variety of institutional investors, including pension and profit-sharing plans, charitable organizations, endowments, and other business entities. The firm's longevity and the breadth of its professional staff underscore its stability within the financial services industry. By integrating comprehensive wealth management with specialized asset management through its private funds, Freestone Capital Management has built a platform capable of serving clients across multiple jurisdictions. The firm continues to leverage its established infrastructure and deep regulatory experience to provide a wide-reaching investment platform that serves both individual and institutional participants throughout the United States.