Coldstream Wealth Management

Asset Manager SEC-registered adviser

Legal name: Coldstream Capital Management Inc

Bellevue, WA Website LinkedIn X

AUM

$13.9B
Regulatory AUM

Private funds

1
Real Estate 1

Private fund assets

$151.6M
Gross asset value

Employees

207

Last Form D raise

—

From SEC Form ADV filing (filed Aug 19, 2026). View on SEC

People(8)

Owners and executive officers named on the firm's SEC Form ADV.

A
Anne Marie Stonich
Board Director
Source: SEC Form ADV
B
Bryan Shipley
Chief Investment Officer
Source: SEC Form ADV
D
David Roberts
Board Director
Source: SEC Form ADV
H
Heather Redman
Board Director
Source: SEC Form ADV
J
Joshua Harris
Board Director
Source: SEC Form ADV
K
Kevin Fitzwilson
Chief Executive Officer; Chairman of Board
Source: SEC Form ADV
M
Marvin Benton
Board Director
Source: SEC Form ADV
R
Reegan Rae
Board Director
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Ascent Capital Fund III LLCReal Estate$151.6M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
108805
SEC file number
801-39379
CIK
1082339

Sources