
Freestone
Capital Management (“Freestone”), based in Seattle,
Washington, is one of the forty largest Registered Investment
Advisory firms in the US1. Freestone provides wealth
management and investment services to high net worth clients across
the West. Founded by Gary Furukawa in 1999, Freestone practices a
“stay wealthy” investment philosophy and has created a
culture that is centered on serving the client.
In
addition to Freestone’s wealth management services, the company
manages proprietary long-only equity and fixed income portfolios, as
well as alternative strategies including an internally managed hedge
fund and several hedge fund of funds. Additionally, Freestone
clients have access to “best of breed” investment
managers through its progressive open architecture platform.
Freestone’s investment offering provides clients with a broad
range of investment opportunities tailored to their unique timeline,
risk profile and return requirements.
The
management team at Freestone entertained a number of potential
partners before concluding in mid-2007 that Sienna was the only
partner who offered a unique combination of a patient long-term
orientation, strong philosophical alignment and the ability to add
tangible value to the company’s future growth strategy. Sienna
worked with management to design a transaction structure that ensured
Gary Furukawa and the Freestone management team retained significant
ownership while being strongly incentivized to build long-term,
sustainable value.
Since
partnering with Sienna, Freestone has expanded its investment
offerings in both private equity and real estate. Sienna expects
continued long-term growth from Freestone as the company continues to
build its West Coast presence.
For more information on Freestone, click on: www.freestonecapital.com

1 Registered Rep. “America’s TOP Financial
Advisors”. 2007. - Measured by assets under management.
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