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Freestone Investments LLC (Seattle)


Freestone Investments LLC is a large advisory firm based in Seattle. It manages $437.52 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Washington.

Freestone Investments provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Freestone Investments: assets under management

The assets under management (AUM) of Freestone Investments LLC is $437.52 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $437.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $43.75 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Freestone Investments LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 9 indirect owners.

Name Entity Date acquired Ownership Employer ID
Scott Trimble Svenson Member (jointly with ally svenson); manager 1 Jul 1998 25% - 50% 1869969
Ally Svenson Member (jointly with scott svenson) 1 Jul 1998 25% - 50% 5513754
Sienna Management Llc Manager 1 May 2002 Other 20-5673739
Scott Trimble Svenson Member (jointly with ally svenson) 1 May 2002 25% - 50% 1869969
Ally Svenson Member (jointly with scott svenson) 1 May 2002 25% - 50% 5513754
Scott Trimble Svenson Member (jointly with ally svenson); manager 1 Dec 2004 75% - 100% 1869969
Ally Svenson Member (jointly with scott svenson) 1 Dec 2004 75% - 100% 5513754
Llc The Sienna Group Member; manager 1 Jan 2008 75% - 100% 91-2166102
Llc Sienna Financial Services Member 1 Mar 2008 50% - 75% 26-1340518

Based in Seattle

The principal office where Freestone Investments LLC performs its advisory services is located at 1918 Eighth Ave, Seattle, WA 98101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-398-1100 or by fax 206-398-0310. The normal business hours are 7:30am-4:30pm on Monday - Friday.


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