Coldstream Wealth Management
Coldstream Wealth Management is a multi-family office headquartered in Bellevue, United States. Founded in 1996 by investment professionals, the employee-owned firm advises high-net-worth families and institutions across the Pacific Northwest and beyond.
Coldstream Wealth Management
Coldstream Wealth Management is a multi-family office headquartered in Bellevue, United States. Founded in 1996 by investment professionals, the employee-owned firm advises high-net-worth families and institutions across the Pacific Northwest and beyond. It offers integrated investment management, tax planning, estate design, risk management, and family governance services, leveraging its in-house expertise and strategic acquisitions to steward more than $10 billion in client assets.
General information
Firm type
Multi Family Office
Year founded
1996
AUM
—
Location
Region
North America
Country
—
City
Bellevue
Corporate office
One 100th Ave NE, Suite 102, Bellevue, WA 98004
Frequently asked questions
What is Coldstream Wealth Management?
Coldstream Wealth Management is a multi family office headquartered in Bellevue.
When was Coldstream Wealth Management founded?
Coldstream Wealth Management was founded in 1996.
Where is Coldstream Wealth Management headquartered?
Coldstream Wealth Management is headquartered in Bellevue, in the North America region.
What does Altss track for Coldstream Wealth Management?
Altss maintains an OSINT-verified profile of Coldstream Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Coldstream Wealth Management's website?
Coldstream Wealth Management's public website is www.coldstream.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Coldstream Wealth Management?
Coldstream Wealth Management is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Coldstream Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Coldstream Wealth Management?
Coldstream Wealth Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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