Coldstream Capital Management

Company Profile

Website

Incorporated

Location

Fiscal year end

Industry

SEC CIK

IRS number

931052371

SEC advisor number

801-39379

FINRA CRD number

108805

AUM ?

$6.50 bn (as of 14 Jun 23)

Accounts

2,617 (as of 14 Jun 23)

Employees

127 (114 investment advisory or research)

Address

Coldstream Capital Management
ONE 100TH AVENUE NE
SUITE 102
BELLEVUE
WA 98004

Office hours

Monday - Friday, 7:00AM- 4:00PM

Phone

425-283-1600

Brochures

Owner	Title	From	%Ownership
Reynolds, Roger, Clifford	Shareholder	04/1996	10-25%
Fitzwilson, Kevin, Michael	President; Chairman of Board	10/1997	10-25%
Yelle, Erika, Eng	Chief Compliance Officer	03/2004	< 5%
Coleman, Howard, A.	Chief Investment Officer	08/2014	< 5%
Butler, Michael, Joseph	Board Director	11/2013	< 5%
Roberts, David, Gordon	Board Director	04/2017	< 5%
Redman, Heather, Ann Bell	Board Director	11/2018	< 5%
Fitzwilson Family 2016 Trust,scott Fitzwilson, Ttee	Direct Owner	04/2021	10-25%
Fitzwilson Family Irrevocable Trust,scott Fitzwilson, Ttee	Direct Owner	04/2021	10-25%
Fitzwilson, Scott, Richard	Trustee, Fitzwilson Family 2016 Trust	04/2021	10-25%
Fitzwilson, Scott, Richard	Trustee, Fitzwilson Family Irrevocable Trust	04/2021	10-25%
Harris, Joshua, E	Board Director	06/2021	< 5%
Stonich, Anne Marie	Board Director	03/2022	< 5%
Straub, Natalie, Marie	Chief Revenue Officer	06/2022	< 5%
Sonnen, Matthew, Alan	Chief Operating Officer	05/2023	< 5%