Allocator Index · CRD 108805
COLDSTREAM WEALTH MANAGEMENT
Bellevue, WA · 425-283-1600 · twitter.com/coldstreamsea
Fit score
72
- real_estate_fund+40
- hnw>=500+22
- hnw_majority+8
- aum $10.0B-∞+2
HNW clients
2,393
Other individuals
1,806
HNW assets
$11.33B
Total AUM
$13.93B
Employees
207
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| ASCENT CAPITAL FUND III LLC | Real Estate Fund | $151.6M |