September 30, 2016 8:53 AM ET

Capital Markets

Company Overview of Coldstream Capital Management, Inc.

Company Overview

Coldstream Capital Management, Inc. is a privately owned investment manager. The firm also provides financial planning services to its clients. It primarily provides its services to individuals, typically high net worth individuals and families. The firm also manages accounts for investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, and corporations. It manages customized portfolios and mutual funds for its clients. The firm invests in the public equity, fixed income, and alternative investment markets across the globe. For equity investments, it invests in the stocks of companies across all market capitalization. The firm’s fixed incom...

One-100th Avenue North East

Suite 102

Bellevue, WA 98004

United States

Founded in 1996

Phone:

425-283-1600

Fax:

425-283-5100

Key Executives for Coldstream Capital Management, Inc.

Co-Founder, Partner and Relationship Manager
Chief Operating Officer
Managing Partner and Relationship Manager
Chief Investment Officer and Member of Investment Committee
Chief Compliance Officer
Compensation as of Fiscal Year 2016.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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