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Heather Redman

Board Director at Coldstream Capital Management

Officer record from the firm’s Form ADVForm ADV filed 19 August 2026

Heather Redman is Board Director of Coldstream Capital Management Inc, a Bellevue investment adviser.

Role at Coldstream Capital Management

Title on Schedule A
Board Director
Control
Heather Redman is not a control person of Coldstream Capital Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Heather Redman has held the filed role since November 2018.

The firm

Coldstream Capital Management Inc
Bellevue, WA

Form ADV filed 19 August 2026

$13.9B AUM4,386 clients166 advisers10 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Heather Redman is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Heather Redman
CRD
6807946
Firm
Coldstream Capital Management Inc
Record basis
Form ADV officer listing
Firm bio
coldstream.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Heather Redman is a board member of Coldstream Holdings and a co-founder and managing partner of Flying Fish Ventures. Official firm biography

Education

Common questions

Where does Heather Redman work?

Heather Redman has been Board Director of Coldstream Capital Management Inc since November 2018.

Source: Form ADV, Schedule A, filed 19 August 2026

Leadership at Coldstream Capital Management

Sources

  1. IAPD individual lookup, CRD 6807946. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Coldstream Capital Management Inc, filed 19 August 2026. Title, control and ownership bands.
  3. Coldstream Capital Management team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Heather Redman or Coldstream Capital Management Inc and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.