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Fund Manager

Coldstream Wealth Management

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CM
Coldstream Wealth Management

Fund Manager

Primary Strategy: Real Estate

Year Founded: 1996

Number of Employees: 233

Ownership: Privately Held

Year End: December

Description

Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996. We’re here to guide you through the financial complexities in your life so that you can have peace of mind while achieving the financial and lifestyle goals important to you. © 2025 Coldstream Holdings, Inc. is the parent company of complementary lines of services: Investme

Contact

Website: Link to website

LinkedIn: linkedin.com/company/coldstream-capital-management

Address

One - 100th Avenue Ne, Suite 102, Bellevue, Washington, United States

Date

As of: September 30, 2025

Key Metrics

See data over time

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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