COLDSTREAM CAPITAL MANAGEMENT INC
SEC file number 801-39379
· BELLEVUE, WA
https://coldstreamapts.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$9.66B
Discretionary AUM
$9.44B
Employees
153
Clients
—
Firm
- Address
- ONE - 100TH AVENUE NE
BELLEVUE, WA 98004 - Phone
- —
- Website
- https://coldstreamapts.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- CEV Management LLC Medium name-match confidence · CIK 2140343 · DE
- CPI Management Holdings LLC Medium name-match confidence · CIK 2098087 · IL
- Cref Management Holdings LLC Medium name-match confidence · CIK 2056406 · MA
- MD MANAGEMENT LLC Medium name-match confidence · CIK 1423624 · CA
- Q FUND MANAGEMENT GROUP LTD Medium name-match confidence · CIK 2093351 · CO
- Beam Management Holdco, LLC Medium name-match confidence · CIK 2147388 · NY
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MD MANAGEMENT LLC · D · Nov 4, 2026$19.3M
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Beam Management Holdco, LLC · D · Aug 6, 2026
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CEV Management LLC · D/A · Jul 29, 2026
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CEV Management LLC · D · Jun 12, 2026
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CPI Management Holdings LLC · D · Dec 9, 2025
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Q FUND MANAGEMENT GROUP LTD · D · Oct 23, 2025$100M
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MD MANAGEMENT LLC · D · Apr 15, 2025
-
Cref Management Holdings LLC · D · Feb 14, 2025