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Also member class a; manager of Brighton Street LLC and a control person, since August 2008. 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They include 1,569 other individuals, 1,337 high-net-worth individuals and 33 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 29 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Freestone Capital Management offer?","answer":"Freestone Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other managers and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Freestone Capital Management use?","answer":"Freestone Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $11,262,108,048. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Freestone Capital Management have?","answer":"Freestone Capital Management has 62 investment adviser representatives registered with state securities authorities, out of 120 employees, and 46 perform investment advisory functions. 0 are registered representatives of a broker-dealer and 3 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Freestone Capital Management invest in?","answer":"At the end of its last fiscal year, Freestone Capital Management’s separately managed accounts held 88% exchange-traded equities, 6% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds. 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