| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ascent Capital Fund III LLC | Real Estate | $104.2M | $50K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Marie Stonich | Board Director | Under 5% | 2022 |
| Bryan Paul Shipley | Chief Investment Officer | Under 5% | 2025 |
| David Brian Christian Control | Chief Growth Officer | 5-10% | 2025 |
Coldstream Capital Management Inc reports $12.4 billion in regulatory assets under management on its Form ADV.
Coldstream Capital Management Inc manages 1 private funds with combined gross assets of $104.2 million.
Coldstream Capital Management Inc reports 195 employees.
Coldstream Capital Management Inc is based in Bellevue, WA and has been SEC-registered since 1991.
Coldstream Capital Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | One - 100th Avenue NE, Suite 102, Bellevue, WA 98004 |
| Phone | 425-283-1600 |
| Fax | 425-283-5100 |
| Office hours | 7:00a.m.- 4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1082339 |
| Discloses disciplinary history | No |
| Discretionary | $10.81B |
| Non-discretionary | $1.63B |
| Total (RAUM) | $12.44B |