August 24, 2016 7:43 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





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.

Coldstream Capital Management, Inc. Key Developments

Coldstream Capital Management Announces the Promotion of Howard Coleman to the Position of Chief Investment Officer

Coldstream Capital Management announced the promotion of Howard Coleman to the position of Chief Investment Officer. Coleman has led Coldstream's Investment Strategy Group and been a member of the firm's Investment Committee since his previous firm, Genesee Investments, LLC, was acquired by Coldstream in 2012. Prior to joining Coldstream, Coleman spent 15 years as General Counsel, Managing Director, and Investment Committee member for Genesee Investments, LLC.

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Recent Private Companies Transactions

No transactions available in the past 12 months.

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