PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:18 AM ET

Sponsor Check › Management entity

FC

FREESTONE CAPITAL MANAGEMENT, LLC

Management entity named on Form D filings · WA · Apr 6, 2010 → Aug 26, 2026

36deals (issuers)
$3.66Breported sold
5,875investors
90Form D filings
2010–2026years on file
Follow this entityLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

FREESTONE CAPITAL MANAGEMENT, LLC is a management entity listed as an executive officer and promoter on 90 SEC Form D filings by 36 issuers between May 2009 and Aug 2026. Largest by amount reported sold: Freestone LP Real Estate Fund (Seattle, WA — pooled investment fund — 2023–2026; $485.6M reported sold to 746 investors), Freestone Manufactured Housing Communities III LP (Seattle, WA — pooled investment fund — 2021; $423.6M reported sold to 726 investors), FREESTONE CAPITAL QUALIFIED PARTNERS LP (Seattle, WA — pooled investment fund — 2010–2019; $288.2M reported sold to 263 investors), Freestone Manufactured Housing Communities II Qualified LP (Seattle, WA — pooled investment fund — 2018; $232.6M reported sold to 299 investors), Freestone Manufactured Housing Communities LP (Seattle, WA — pooled investment fund — 2016; $220M reported sold to 412 investors) and 31 more (all listed below).

What this means That is a lot of deals — 36 separate companies raised money with this person listed as executive officer and promoter, over about 17 years. Across those companies the filings report $3.66B sold in total.

Listed alongside Gary Furukawa (79 shared filings), Erik Morgan (72 shared filings), Freestone Investments, LLC (64 shared filings, management entity), Scott Akins (37 shared filings), Scott Svenson (29 shared filings) and 39 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around FREESTONE. Each name links to their own page.

All 36 issuers belong to the sponsor group Freestone (54 issuers, $3.86B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Freestone has 54 companies on file and $3.86B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — none found.

What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared the newest 50 of 90 public filings for FREESTONE CAPITAL MANAGEMENT, LLC and found 6 differences, 2 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for FREESTONE CAPITAL MANAGEMENT, LLC has not run yet — it is joining a line of 12,143 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:15 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched FREESTONE CAPITAL MANAGEMENT, LLC..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:15 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

6 differences found between the filings for FREESTONE CAPITAL MANAGEMENT, LLC — 2 worth asking about (compared the newest 50 of 90 filings on Oct 24, 2026; older filings not covered)

Worth asking · Apr 18, 2012 – Feb 6, 2015

Amount sold went down between filings — FREESTONE CAPITAL PARTNERS LP

The Apr 18, 2012 filing says $186,240,803 sold; the Feb 6, 2015 Form D/A says $175,001,124 sold — $11,239,679 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Apr 18, 2012 ↗Form D/A (later) · Feb 6, 2015 ↗FREESTONE CAPITAL PARTNERS LP — PartnerFacts page ↗
Sources
Worth asking · Apr 18, 2012 – Feb 6, 2015

Investor count went down between filings — FREESTONE CAPITAL PARTNERS LP

The Apr 18, 2012 filing reports 232 investors; the Feb 6, 2015 Form D/A reports 200 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Apr 18, 2012 ↗Form D/A (later) · Feb 6, 2015 ↗FREESTONE CAPITAL PARTNERS LP — PartnerFacts page ↗
Sources
Note · Dec 10, 2020 – Jan 28, 2021

Form D filed 49 days after the first sale — Freestone Manufactured Housing Communities III LP

The filing says the first sale was Dec 10, 2020. The Form D was filed Jan 28, 2021 — 49 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 34 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Jan 28, 2021 ↗Freestone Manufactured Housing Communities III LP — PartnerFacts page ↗
Sources
Note · Apr 23, 2015 – May 20, 2015

Form D filed 27 days after the first sale — Freestone Senior Loan Fund LP

The filing says the first sale was Apr 23, 2015. The Form D was filed May 20, 2015 — 27 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 12 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · May 20, 2015 ↗Freestone Senior Loan Fund LP — PartnerFacts page ↗
Sources
Note · Jul 1, 2000 – Nov 28, 2023

20 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — FVPC, LLC (latest filing Nov 28, 2023) · No amendment in the last 12 months on an offering that may still be open — Freestone LP Advantage Partners V (latest filing May 17, 2023) · No amendment in the last 12 months on an offering that may still be open — Freestone Advantage Partners IV LP (latest filing Nov 2, 2021) · No amendment in the last 12 months on an offering that may still be open — FREESTONE BOURBON FUND LP (latest filing Feb 14, 2020) · No amendment in the last 12 months on an offering that may still be open — FREESTONE AFFORDABLE HOUSING PARTNERS LP (latest filing Jan 29, 2020) · and 15 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D · Nov 28, 2023 ↗FVPC, LLC — PartnerFacts page ↗Form D/A · May 17, 2023 ↗Freestone LP Advantage Partners V — PartnerFacts page ↗
Sources
Note · May 17, 2023 – May 22, 2024

Minimum investment changed between filings — Freestone LP Real Estate Fund

The May 17, 2023 filing lists a minimum of $0; the May 22, 2024 Form D/A lists $250,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · May 17, 2023 ↗Form D/A (later) · May 22, 2024 ↗Freestone LP Real Estate Fund — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 90 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

0 of 37 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Aug 26, 2026 D
Freestone LP Advantage Partners VII
File 021-595350
$0$0$0None listed on this filingEDGAR ↗
May 8, 2026 D/A
Freestone LP Real Estate Fund
File 021-476452
$0$0$0None listed on this filingEDGAR ↗
Mar 19, 2025 D
Freestone LP Advantage Partners VI
File 021-541446
$0$0$0None listed on this filingEDGAR ↗
Nov 28, 2023 D
FVPC, LLC
File 021-498204
$0$0$0None listed on this filingEDGAR ↗
May 17, 2023 D/A
Freestone LP Advantage Partners V
File 021-478882
$0$0$0None listed on this filingEDGAR ↗
Nov 2, 2021 D
Freestone Advantage Partners IV LP
File 021-419558
$0$0$0 (est.)
Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including advisory fees. The amount of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
Jan 28, 2021 D
Freestone Manufactured Housing Communities III LP
File 021-387772
$0$0$0 (est.)
Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including advisory fees. The amount of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
Feb 14, 2020 D
FREESTONE BOURBON FUND LP
File 021-360657
$0$0$0 (est.)
Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including advisory fees. The amount of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
Jan 29, 2020 D
FREESTONE AFFORDABLE HOUSING PARTNERS LP
File 021-359245
$0$0$0 (est.)
Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including advisory fees. The amount of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
Jan 16, 2020 D
FREESTONE LITIGATION PARTNERS LP
File 021-358291
$0$0$0 (est.)
Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including advisory fees. The amount of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
Jun 18, 2019 D
Freestone Royalty Income Partners LP
File 021-342186
$0$0$0 (est.)
Certain persons named in Item 3 or affiliates thereof may receive payments deemed to be made from the proceeds of the offering, including management fees. The amount of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
Feb 7, 2019 D/A
FREESTONE CAPITAL QUALIFIED PARTNERS LP
File 021-40819
$0$0$0 (est.)
Customary management and advisory fees may be paid to persons listed in Item 3 or affiliates thereof.
None listed on this filingEDGAR ↗
Feb 7, 2019 D/A
FREESTONE CAPITAL PARTNERS LTD
File 021-113588
$0$0$0 (est.)
Customary management and advisory fees may be paid to persons listed in Item 3 or affiliates thereof.
None listed on this filingEDGAR ↗
Feb 7, 2019 D/A
FREESTONE CAPITAL PARTNERS LP
File 021-52405
$0$0$0 (est.)
Customary management and advisory fees may be paid to persons listed in Item 3 or affiliates thereof.
None listed on this filingEDGAR ↗
Jan 29, 2019 D/A
FREESTONE OPPORTUNITY QUALIFIED PARTNERS LP
File 021-132737
$0$0$0 (est.)
Customary management fees may be paid to persons listed in Item 3 and/or affiliates thereof.
None listed on this filingEDGAR ↗
Jan 29, 2019 D/A
FREESTONE OPPORTUNITY PARTNERS LP
File 021-64311
$0$0$0 (est.)
Customary management fees may be paid to persons listed in Item 3 and/or affiliates thereof.
None listed on this filingEDGAR ↗
Oct 2, 2018 D
Freestone Omaha Hotel LP
File 021-322643
$0$0$0 (est.)
Customary management and advisory fees may be paid to persons listed in Item 3 or affiliates thereof.
None listed on this filingEDGAR ↗
Aug 28, 2018 D
Freestone Manufactured Housing Communities II LP
File 021-320208
$0$0$0 (est.)
Customary management and/or advisory fees may be paid to persons listed in Item 3 or affiliates thereof.
None listed on this filingEDGAR ↗
Aug 28, 2018 D
Freestone Manufactured Housing Communities II Qualified LP
File 021-320204
$0$0$0 (est.)
Customary management and/or advisory fees may be paid to persons listed in Item 3 or affiliates thereof.
None listed on this filingEDGAR ↗
Mar 14, 2018 D/A
Freestone Advantage Partners III LP
File 021-282445
$0$0$0 (est.)
Customary management and/or advisory fees may be paid to persons listed in Item 3 or affiliates thereof.
None listed on this filingEDGAR ↗
Jul 15, 2016 D
Freestone Manufactured Housing Communities LP
File 021-267128
$0$0$0 (est.)
Customary management and services fees will be paid to the investment advisor.
None listed on this filingEDGAR ↗
Mar 25, 2016 D/A
FC Golf Partners II LP
File 021-236779
$0$0$0None listed on this filingEDGAR ↗
Mar 7, 2016 D
Freestone Yield Fund LP
File 021-258685
$0$0$0None listed on this filingEDGAR ↗
May 20, 2015 D
Freestone Senior Loan Fund LP
File 021-240223
$0$0$0None listed on this filingEDGAR ↗
Feb 12, 2014 D
Freestone Senior Loan Fund LP
File 021-211767
$0$0$0None listed on this filingEDGAR ↗
Sep 25, 2013 D
Freestone Real Estate Income Plus, LP
File 021-203490
$0$0$0None listed on this filingEDGAR ↗
May 15, 2013 D/A
Freestone Real Estate Opportunities II LP
File 021-185517
$0$0$0None listed on this filingEDGAR ↗
Mar 12, 2013 D
Freestone Real Estate Opportunities Qualified II LP
File 021-193140
$0$0$0N/A no CRD number reportedEDGAR ↗
Jan 2, 2013 D
FC Golf Partners, L.P.
File 021-189303
$0$0$0N/A no CRD number reportedEDGAR ↗
Jul 11, 2012 D/A
FREESTONE STRATEGIC OPPORTUNITIES II LP - SERIES A
File 021-144753
$0$0$0None listed on this filingEDGAR ↗
Jun 6, 2012 D/A
FREESTONE REAL ESTATE OPPORTUNITIES LP
File 021-157166
$0$0$0None listed on this filingEDGAR ↗
May 21, 2012 D/A
FREESTONE ADVANTAGE PARTNERS II LP
File 021-142441
$0$0$0None listed on this filingEDGAR ↗
Apr 18, 2012 D/A
RAMPART QUALIFIED FUND, LP
File 021-134366
$0$0$0None listed on this filingEDGAR ↗
Apr 18, 2012 D/A
RAMPART FUND, LP
File 021-135271
$0$0$0None listed on this filingEDGAR ↗
Dec 11, 2009 D
TOPWATER OPPORTUNITY FUND LP
File 021-136839
$0$0$0None listed on this filingEDGAR ↗
Sep 8, 2009 D
TOPWATER OPPORTUNITY QUALIFIED FUND LP
File 021-134236
$0$0$0None listed on this filingEDGAR ↗
May 14, 2009 D
FREESTONE STRATEGIC OPPORTUNITIES LP
File 021-131245
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this entity is listed on (latest filing per offering, per issuer).

Deals 36

Every issuer that named Freestone Capital Management, LLC on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

FA
Pooled Investment Fund · group: Freestone

Freestone LP Advantage Partners VII

Seattle, WA · Aug 26, 2026
  • Aug 26, 2026 · D · $0 sold of Indefinite · 0 investors · min. $250,000 · role: Promoter (Investment Advisor to the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Freestone is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FR
Pooled Investment Fund · group: Freestone

Freestone LP Real Estate Fund

Seattle, WA · Mar 21, 2023 → May 8, 2026 · 5 filings
  • May 8, 2026 · D/A · $485,601,000 sold of Indefinite · 746 investors · min. $250,000 · role: Promoter (Investment Advisor of the Issuer) EDGAR ↗
  • May 13, 2025 · D/A · $430,776,000 sold of Indefinite · 677 investors · min. $250,000 · role: Promoter (Investment Advisor of the Issuer) EDGAR ↗
  • May 22, 2024 · D/A · $317,506,000 sold of Indefinite · 531 investors · min. $250,000 · role: Promoter (Investment Advisor of the Issuer) EDGAR ↗
  • May 17, 2023 · D/A · $189,920,000 sold of Indefinite · 366 investors · min. No minimum reported · role: Promoter (Investment Advisor of the Issuer) EDGAR ↗
  • Mar 21, 2023 · D · $189,920,000 sold of Indefinite · 366 investors · min. No minimum reported · role: Promoter (Investment Advisor of the Issuer) EDGAR ↗

Raised $485.6M from 746 investors as of the latest filing. Freestone is listed as promoter on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FA
Pooled Investment Fund · group: Freestone

Freestone LP Advantage Partners VI

Seattle, WA · Mar 19, 2025
  • Mar 19, 2025 · D · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Promoter (Investment Advisor to the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Freestone is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

F
Pooled Investment Fund · group: Freestone

FVPC, LLC

Scottsdale, AZ · Nov 28, 2023
  • Nov 28, 2023 · D · $4,860,000 sold of $25,000,000 · 1 investors · min. No minimum reported · role: Executive Officer (Investment Advisor of the Fund) EDGAR ↗

Raised $4.86M from 1 investor (19% of the $25M target) as of the latest filing. Freestone is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FA
Pooled Investment Fund · group: Freestone

Freestone LP Advantage Partners V

Seattle, WA · Apr 14, 2023 → May 17, 2023 · 2 filings
  • May 17, 2023 · D/A · $119,465,000 sold of Indefinite · 294 investors · min. No minimum reported · role: Promoter (Investment Advisor of the Issuer) EDGAR ↗
  • Apr 14, 2023 · D · $119,465,000 sold of Indefinite · 294 investors · min. No minimum reported · role: Promoter (Investment Advisor of the Issuer) EDGAR ↗

Raised $119.5M from 294 investors as of the latest filing. Freestone is listed as promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FA
Pooled Investment Fund · group: Freestone

Freestone Advantage Partners IV LP

Seattle, WA · Nov 2, 2021
  • Nov 2, 2021 · D · $50,275,000 sold of Indefinite · 104 investors · min. No minimum reported · role: Promoter (The Investment Advisor of the Issuer.) EDGAR ↗

Raised $50.3M from 104 investors as of the latest filing. Freestone is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FM
Pooled Investment Fund · group: Freestone

Freestone Manufactured Housing Communities III LP

Seattle, WA · Jan 28, 2021
  • Jan 28, 2021 · D · $423,631,000 sold of $423,631,000 · 726 investors · min. No minimum reported · role: Promoter (The Investment Advisor of the Issuer.) EDGAR ↗

Raised $423.6M from 726 investors (100% of the $423.6M target) as of the latest filing. Freestone is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FB
Pooled Investment Fund · group: Freestone

FREESTONE BOURBON FUND LP

Seattle, WA · Feb 14, 2020
  • Feb 14, 2020 · D · $4,000,000 sold of Indefinite · 18 investors · min. No minimum reported · role: Promoter (The Investment Advisor to the Issuer.) EDGAR ↗

Raised $4M from 18 investors as of the latest filing. Freestone is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FA
Pooled Investment Fund · group: Freestone

FREESTONE AFFORDABLE HOUSING PARTNERS LP

Seattle, WA · Jan 29, 2020
  • Jan 29, 2020 · D · $106,205,000 sold of Indefinite · 78 investors · min. No minimum reported · role: Promoter (The Investment Advisor of the Issuer.) EDGAR ↗

Raised $106.2M from 78 investors as of the latest filing. Freestone is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FL
Pooled Investment Fund · group: Freestone

FREESTONE LITIGATION PARTNERS LP

Seattle, WA · Jan 16, 2020
  • Jan 16, 2020 · D · $189,370,000 sold of Indefinite · 312 investors · min. No minimum reported · role: Promoter (The Investment Adviser to the Issuer.) EDGAR ↗

Raised $189.4M from 312 investors as of the latest filing. Freestone is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FR
Pooled Investment Fund · group: Freestone

Freestone Royalty Income Partners LP

Seattle, WA · Jun 18, 2019
  • Jun 18, 2019 · D · $116,970,000 sold of Indefinite · 167 investors · min. No minimum reported · role: Promoter (The Investment Advisor of the Issuer.) EDGAR ↗

Raised $117M from 167 investors as of the latest filing. Freestone is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FC
Pooled Investment Fund · group: Freestone

FREESTONE CAPITAL PARTNERS LTD

Seattle, WA · Jan 14, 2010 → Feb 7, 2019 · 9 filings
  • Feb 7, 2019 · D/A · $90,659,714 sold of Indefinite · 144 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Feb 7, 2018 · D/A · $90,659,714 sold of Indefinite · 144 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Feb 6, 2017 · D/A · $90,659,714 sold of Indefinite · 144 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Feb 5, 2016 · D/A · $90,658,226 sold of Indefinite · 143 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Feb 6, 2015 · D/A · $90,408,226 sold of Indefinite · 140 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Apr 18, 2012 · D/A · $72,909,300 sold of Indefinite · 119 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Apr 18, 2011 · D/A · $60,114,903 sold of Indefinite · 97 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Apr 6, 2010 · D/A · $51,513,416 sold of Indefinite · 80 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Jan 14, 2010 · D/A · $50,165,822 sold of Indefinite · 77 investors · min. No minimum reported · role: Promoter EDGAR ↗

Raised $90.7M from 144 investors as of the latest filing. Freestone is listed as promoter on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FC
Pooled Investment Fund · group: Freestone

FREESTONE CAPITAL PARTNERS LP

Seattle, WA · Apr 18, 2012 → Feb 7, 2019 · 6 filings
  • Feb 7, 2019 · D/A · $177,830,851 sold of Indefinite · 214 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Feb 7, 2018 · D/A · $177,830,851 sold of Indefinite · 214 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Feb 6, 2017 · D/A · $177,830,851 sold of Indefinite · 214 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Feb 5, 2016 · D/A · $177,821,008 sold of Indefinite · 208 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Feb 6, 2015 · D/A · $175,001,124 sold of Indefinite · 200 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Apr 18, 2012 · D/A · $186,240,803 sold of Indefinite · 232 investors · min. No minimum reported · role: Promoter EDGAR ↗

Raised $186.2M from 232 investors as of the latest filing. Freestone is listed as promoter on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FC
Pooled Investment Fund · group: Freestone

FREESTONE CAPITAL QUALIFIED PARTNERS LP

Seattle, WA · Jan 14, 2010 → Feb 7, 2019 · 9 filings
  • Feb 7, 2019 · D/A · $288,216,640 sold of Indefinite · 263 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Feb 7, 2018 · D/A · $288,216,640 sold of Indefinite · 261 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Feb 6, 2017 · D/A · $288,216,640 sold of Indefinite · 261 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Feb 5, 2016 · D/A · $287,212,736 sold of Indefinite · 256 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Feb 6, 2015 · D/A · $286,362,736 sold of Indefinite · 253 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Apr 19, 2012 · D/A · $232,360,243 sold of Indefinite · 194 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Apr 20, 2011 · D/A · $207,706,294 sold of Indefinite · 162 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Apr 6, 2010 · D/A · $163,740,612 sold of Indefinite · 163 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Jan 14, 2010 · D/A · $157,498,360 sold of Indefinite · 159 investors · min. No minimum reported · role: Promoter EDGAR ↗

Raised $288.2M from 263 investors as of the latest filing. Freestone is listed as promoter on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FO
Pooled Investment Fund · group: Freestone

FREESTONE OPPORTUNITY QUALIFIED PARTNERS LP

Seattle, WA · Jul 14, 2009 → Jan 29, 2019 · 9 filings
  • Jan 29, 2019 · D/A · $138,402,702 sold of Indefinite · 241 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Jan 29, 2018 · D/A · $126,731,663 sold of Indefinite · 229 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Jan 27, 2017 · D/A · $111,127,620 sold of Indefinite · 212 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Jan 27, 2016 · D/A · $106,367,620 sold of Indefinite · 202 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Jan 26, 2015 · D/A · $104,917,620 sold of Indefinite · 198 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Apr 19, 2012 · D/A · $78,855,128 sold of Indefinite · 132 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Apr 20, 2011 · D/A · $56,638,370 sold of Indefinite · 96 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Apr 6, 2010 · D/A · $39,591,812 sold of Indefinite · 67 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Jul 14, 2009 · D · $28,306,586 sold of Indefinite · 44 investors · min. No minimum reported · role: Promoter EDGAR ↗

Raised $138.4M from 241 investors as of the latest filing. Freestone is listed as promoter on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FO
Pooled Investment Fund · group: Freestone

FREESTONE OPPORTUNITY PARTNERS LP

Seattle, WA · Jan 26, 2015 → Jan 29, 2019 · 5 filings
  • Jan 29, 2019 · D/A · $156,675,920 sold of Indefinite · 245 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Jan 29, 2018 · D/A · $152,014,920 sold of Indefinite · 237 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Jan 27, 2017 · D/A · $149,628,365 sold of Indefinite · 228 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Jan 27, 2016 · D/A · $143,073,256 sold of Indefinite · 222 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Jan 26, 2015 · D/A · $141,853,936 sold of Indefinite · 217 investors · min. No minimum reported · role: Promoter EDGAR ↗

Raised $156.7M from 245 investors as of the latest filing. Freestone is listed as promoter on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FO
Pooled Investment Fund · group: Freestone

Freestone Omaha Hotel LP

Seattle, WA · Oct 2, 2018
  • Oct 2, 2018 · D · $36,595,000 sold of Indefinite · 45 investors · min. No minimum reported · role: Promoter EDGAR ↗

Raised $36.6M from 45 investors as of the latest filing. Freestone is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FM
Pooled Investment Fund · group: Freestone

Freestone Manufactured Housing Communities II LP

Seattle, WA · Aug 28, 2018
  • Aug 28, 2018 · D · $38,290,000 sold of Indefinite · 102 investors · min. No minimum reported · role: Promoter EDGAR ↗

Raised $38.3M from 102 investors as of the latest filing. Freestone is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FM
Pooled Investment Fund · group: Freestone

Freestone Manufactured Housing Communities II Qualified LP

Seattle, WA · Aug 28, 2018
  • Aug 28, 2018 · D · $232,639,000 sold of Indefinite · 299 investors · min. No minimum reported · role: Promoter EDGAR ↗

Raised $232.6M from 299 investors as of the latest filing. Freestone is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FA
Pooled Investment Fund · group: Freestone

Freestone Advantage Partners III LP

Seattle, WA · Mar 14, 2017 → Mar 14, 2018 · 2 filings
  • Mar 14, 2018 · D/A · $65,780,000 sold of Indefinite · 127 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Mar 14, 2017 · D · $49,530,000 sold of Indefinite · 89 investors · min. No minimum reported · role: Promoter EDGAR ↗

Raised $65.8M from 127 investors as of the latest filing. Freestone is listed as promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FM
Pooled Investment Fund · group: Freestone

Freestone Manufactured Housing Communities LP

Seattle, WA · Jul 15, 2016
  • Jul 15, 2016 · D · $219,990,000 sold of Indefinite · 412 investors · min. No minimum reported · role: Promoter (Investment Advisor) EDGAR ↗

Raised $220M from 412 investors as of the latest filing. Freestone is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FG
Pooled Investment Fund · group: Freestone

FC Golf Partners II LP

Seattle, WA · Mar 27, 2015 → Mar 25, 2016 · 2 filings
  • Mar 25, 2016 · D/A · $81,820,000 sold of Indefinite · 160 investors · min. No minimum reported · role: Promoter (Investment Manager of the Issuer) EDGAR ↗
  • Mar 27, 2015 · D · $23,281,000 sold of Indefinite · 48 investors · min. No minimum reported · role: Promoter (Investment Manager of the Issuer) EDGAR ↗

Raised $81.8M from 160 investors as of the latest filing. Freestone is listed as promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FY
Pooled Investment Fund · group: Freestone

Freestone Yield Fund LP

Seattle, WA · Mar 7, 2016
  • Mar 7, 2016 · D · $50,070,000 sold of Indefinite · 105 investors · min. No minimum reported · role: Promoter EDGAR ↗

Raised $50.1M from 105 investors as of the latest filing. Freestone is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FS
Pooled Investment Fund · group: Freestone

Freestone Senior Loan Fund LP

Seattle, WA · Feb 12, 2014 → May 20, 2015 · 2 filings
  • May 20, 2015 · D · $19,550,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Feb 12, 2014 · D · $21,050,000 sold of Indefinite · 18 investors · min. No minimum reported · role: Promoter EDGAR ↗

Raised $21.1M from 18 investors as of the latest filing. Freestone is listed as promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FR
Pooled Investment Fund · group: Freestone

Freestone Real Estate Income Plus, LP

Seattle, WA · Sep 25, 2013
  • Sep 25, 2013 · D · $40,072,000 sold of Indefinite · 79 investors · min. No minimum reported · role: Promoter EDGAR ↗

Raised $40.1M from 79 investors as of the latest filing. Freestone is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FR
Pooled Investment Fund · group: Freestone

Freestone Real Estate Opportunities II LP

Seattle, WA · Oct 15, 2012 → May 15, 2013 · 2 filings
  • May 15, 2013 · D/A · $45,518,501 sold of Indefinite · 96 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Oct 15, 2012 · D · $6,110,000 sold of Indefinite · 29 investors · min. No minimum reported · role: Promoter EDGAR ↗

Raised $45.5M from 96 investors as of the latest filing. Freestone is listed as promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

FR
Pooled Investment Fund · group: Freestone

Freestone Real Estate Opportunities Qualified II LP

Seattle, WA · Mar 12, 2013
  • Mar 12, 2013 · D · $8,950,000 sold of Indefinite · 11 investors · min. $250,000 · role: Promoter EDGAR ↗

Raised $8.95M from 11 investors as of the latest filing. Freestone is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

FG
Pooled Investment Fund · group: Freestone

FC Golf Partners, L.P.

Seattle, WA · Jan 2, 2013
  • Jan 2, 2013 · D · $15,775,000 sold of $50,000,000 · 40 investors · min. No minimum reported · role: Promoter (Managing Member of the GP of the Issuer) EDGAR ↗

Raised $15.8M from 40 investors (32% of the $50M target) as of the latest filing. Freestone is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

FS
Pooled Investment Fund · group: Freestone

FREESTONE STRATEGIC OPPORTUNITIES II LP - SERIES A

Seattle, WA · Jul 12, 2010 → Jul 11, 2012 · 3 filings
  • Jul 11, 2012 · D/A · $5,034,882 sold of Indefinite · 70 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Jul 21, 2011 · D/A · $4,875,200 sold of Indefinite · 67 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Jul 12, 2010 · D · $3,585,000 sold of Indefinite · 45 investors · min. No minimum reported · role: Promoter EDGAR ↗

Raised $5.03M from 70 investors as of the latest filing. Freestone is listed as promoter on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

FR
Pooled Investment Fund · group: Freestone

FREESTONE REAL ESTATE OPPORTUNITIES LP

Seattle, WA · Mar 22, 2011 → Jun 6, 2012 · 3 filings
  • Jun 6, 2012 · D/A · $50,124,943 sold of Indefinite · 147 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Jun 10, 2011 · D/A · $14,059,943 sold of Indefinite · 39 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Mar 22, 2011 · D · $4,950,000 sold of Indefinite · 9 investors · min. No minimum reported · role: Promoter EDGAR ↗

Raised $50.1M from 147 investors as of the latest filing. Freestone is listed as promoter on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

FA
Pooled Investment Fund · group: Freestone

FREESTONE ADVANTAGE PARTNERS II LP

Seattle, WA · May 24, 2010 → May 21, 2012 · 3 filings
  • May 21, 2012 · D/A · $89,200,000 sold of Indefinite · 152 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • May 20, 2011 · D/A · $61,735,005 sold of Indefinite · 138 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • May 24, 2010 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Promoter EDGAR ↗

Raised $89.2M from 152 investors as of the latest filing. Freestone is listed as promoter on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

RQ
Pooled Investment Fund · group: Freestone

RAMPART QUALIFIED FUND, LP

Seattle, WA · Sep 11, 2009 → Apr 18, 2012 · 4 filings
  • Apr 18, 2012 · D/A · $71,172,355 sold of Indefinite · 102 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Apr 18, 2011 · D/A · $47,729,000 sold of Indefinite · 83 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Apr 6, 2010 · D/A · $30,244,000 sold of Indefinite · 57 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Sep 11, 2009 · D · $1,850,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Promoter EDGAR ↗

Raised $71.2M from 102 investors as of the latest filing. Freestone is listed as promoter on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

RF
Pooled Investment Fund · group: Freestone

RAMPART FUND, LP

Seattle, WA · Oct 14, 2009 → Apr 18, 2012 · 4 filings
  • Apr 18, 2012 · D/A · $33,630,605 sold of Indefinite · 61 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Apr 18, 2011 · D/A · $22,060,000 sold of Indefinite · 46 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Apr 6, 2010 · D/A · $13,735,000 sold of Indefinite · 30 investors · min. No minimum reported · role: Promoter EDGAR ↗
  • Oct 14, 2009 · D · $4,450,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Promoter EDGAR ↗

Raised $33.6M from 61 investors as of the latest filing. Freestone is listed as promoter on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

TO
Pooled Investment Fund · group: Freestone

TOPWATER OPPORTUNITY FUND LP

Seattle, WA · Dec 11, 2009
  • Dec 11, 2009 · D · $200,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Promoter EDGAR ↗

Raised $63.1M from 95 investors as of the latest filing. Freestone is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

TO
Pooled Investment Fund · group: Freestone

TOPWATER OPPORTUNITY QUALIFIED FUND LP

Seattle, WA · Sep 8, 2009
  • Sep 8, 2009 · D · $3,500,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Promoter EDGAR ↗

Raised $118.3M from 133 investors as of the latest filing. Freestone is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

FS
Pooled Investment Fund · group: Freestone

FREESTONE STRATEGIC OPPORTUNITIES LP

Seattle, WA · May 14, 2009
  • May 14, 2009 · D · $15,625,000 sold of $15,625,000 · 50 investors · min. No minimum reported · role: Promoter EDGAR ↗

Raised $15.6M from 50 investors (100% of the $15.6M target) as of the latest filing. Freestone is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

People around Freestone 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

FI
Management entity

Freestone Investments, LLC

Executive Officer, Promoter · 64 shared filings (24 issuers) · also on 2 other issuers

Freestone Investments, LLC is on 26 issuers in total — a repeat sponsor. Their page lists every one.

FC
Management entity

FREESTONE CAPITAL HOLDINGS, LLC

Executive Officer, Promoter · 19 shared filings (10 issuers)

FREESTONE CAPITAL HOLDINGS, LLC is on 10 issuers in total — a repeat sponsor. Their page lists every one.

FG
Management entity

FRE GP, LLC

Executive Officer, Promoter · 5 shared filings (1 issuer)

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

FA
Management entity

FREESTONE ADVISORS LLC

Executive Officer · 4 shared filings (1 issuer)

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

TF
Management entity

Trimble Freestone Capital Holdings, LLC

Executive Officer · 3 shared filings (1 issuer) · also on 4 other issuers

Trimble Freestone Capital Holdings, LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

KF
Management entity

KONRAD FREESTONE CAPITAL HOLDINGS, LLC

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

CF
Management entity

CONRAD FREESTONE CAPITAL HOLDINGS, LLC

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

FG
Management entity

FC Golf GP II LLC

Promoter, Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

FV
Management entity

FAP V GP, LLC

Executive Officer, Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

FG
Management entity

FC Golf GP, LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

FR
Management entity

Freestone Royalty Income GP LLC

Executive Officer, Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

FB
Management entity

Freestone Bourbon Fund GP LLC

Executive Officer, Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

FG
Management entity

FAHP GP LLC

Executive Officer, Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

FG
Management entity

FLIP GP LLC

Executive Officer, Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

FG
Management entity

FMHC III GP LLC

Executive Officer, Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

PC
Management entity

Perini Capital, LLC

Promoter · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

FG
Management entity

FAP IV GP LLC

Executive Officer, Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

FV
Management entity

FAP VI GP, LLC

Executive Officer, Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

FV
Management entity

FAP VII GP, LLC

Executive Officer, Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

GF
No photo found yet (own website and image search run after this page is viewed)
Person

Gary Furukawa

Executive Officer, Promoter, Director · 79 shared filings (33 issuers) · also on 5 other issuers

Gary Furukawa is on 38 issuers in total — a repeat sponsor. Their page lists every one.

EM
No photo found yet (own website and image search run after this page is viewed)
Person

Erik Morgan

Executive Officer, Promoter, Director · 72 shared filings (30 issuers) · also on 2 other issuers

Erik Morgan is on 32 issuers in total — a repeat sponsor. Their page lists every one.

SA
No photo found yet (own website and image search run after this page is viewed)
Person

Scott Akins

Executive Officer, Promoter · 37 shared filings (19 issuers)

Scott Akins is on 19 issuers in total — a repeat sponsor. Their page lists every one.

SS
No photo found yet (own website and image search run after this page is viewed)
Person

Scott Svenson

Executive Officer · 29 shared filings (11 issuers) · also on 10 other issuers

Scott Svenson is on 21 issuers in total — a repeat sponsor. Their page lists every one.

JB
No photo found yet (own website and image search run after this page is viewed)
Person

JAMES BARNYAK

Executive Officer · 14 shared filings (10 issuers) · also on 3 other issuers

JAMES BARNYAK is on 13 issuers in total — a repeat sponsor. Their page lists every one.

JR
No photo found yet (own website and image search run after this page is viewed)
Person

James Rooney

Executive Officer, Promoter · 12 shared filings (9 issuers)

James Rooney is on 9 issuers in total — a repeat sponsor. Their page lists every one.

JY
No photo found yet (own website and image search run after this page is viewed)
Person

JUSTIN YOUNG

Director, Executive Officer · 8 shared filings (4 issuers)

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

EM
No photo found yet (own website and image search run after this page is viewed)
Person

ERIC MARTINEZ

Executive Officer · 8 shared filings (7 issuers) · also on 3 other issuers

ERIC MARTINEZ is on 10 issuers in total — a repeat sponsor. Their page lists every one.

JM
No photo found yet (own website and image search run after this page is viewed)
Person

Jennifer Moreland

Director, Executive Officer · 8 shared filings (3 issuers)

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

JG
No photo found yet (own website and image search run after this page is viewed)
Person

JANICE GREENE

Executive Officer · 7 shared filings (6 issuers) · also on 5 other issuers

JANICE GREENE is on 11 issuers in total — a repeat sponsor. Their page lists every one.

NC
No photo found yet (own website and image search run after this page is viewed)
Person

Nick Cicero

Director, Executive Officer, Promoter · 7 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

ML
No photo found yet (own website and image search run after this page is viewed)
Person

MEGHAN LOSK

Executive Officer · 6 shared filings (6 issuers)

MEGHAN LOSK is on 6 issuers in total — a repeat sponsor. Their page lists every one.

KP
No photo found yet (own website and image search run after this page is viewed)
Person

Kevin I. Patrick

Executive Officer · 5 shared filings (5 issuers) · also on 4 other issuers

Kevin I. Patrick is on 9 issuers in total — a repeat sponsor. Their page lists every one.

KM
No photo found yet (own website and image search run after this page is viewed)
Person

KEN MIYOSHI

Director · 4 shared filings (1 issuer)

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

PP
No photo found yet (own website and image search run after this page is viewed)
Person

Paul Parhar

Director · 4 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

RG
No photo found yet (own website and image search run after this page is viewed)
Person

RONAN GUILFOYLE

Director · 4 shared filings (1 issuer)

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

KP
No photo found yet (own website and image search run after this page is viewed)
Person

Kevin Phillip

Director · 3 shared filings (1 issuer) · also on 102 other issuers

Kevin Phillip is on 103 issuers in total — a repeat sponsor. Their page lists every one.

PN
No photo found yet (own website and image search run after this page is viewed)
Person

Peter Nanula

Promoter, Executive Officer · 3 shared filings (2 issuers) · also on 1 other issuer

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

EM
No photo found yet (own website and image search run after this page is viewed)
Person

ERIK KONRAD MORGAN

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

EM
No photo found yet (own website and image search run after this page is viewed)
Person

ERIK CONRAD MORGAN

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Freestone Capital Management, LLC. Their page shows their other deals.

RG
No photo found yet (own website and image search run after this page is viewed)
Person

Ronan Guilfoyle

Director · 2 shared filings (1 issuer) · also on 330 other issuers

Ronan Guilfoyle is on 331 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

F
Sponsor group

Freestone

54 issuers · 146 filings · $3.86B reported sold · 2009–2026

One team, 54 deal companies. Freestone Capital Management, LLC is listed on 36 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name FREESTONE CAPITAL MANAGEMENT, LLC.

Same business address

22 other issuers file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

FREESTONE CAPITAL MANAGEMENT, LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Apr 25, 2008 · SEC file 801-69073 · Main office: SEATTLE, WA · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $14,540,825,662 as reported on Form ADV filed Jun 29, 2026 (Item 5.F(2)(c)) · 4,494 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): www.facebook.com/Freestone-Capital-Management-261727608057483 ↗

Item 11 disclosure questions as answered on Form ADV filed Jun 29, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, same state (WA) · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

FREESTONE CAPITAL MANAGEMENT, LLC is matched through the issuers it is listed on; property records are tied to issuers, not to management companies, on this site. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 34 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Freestone Capital Management, LLC is listed on: none on file. No website or social profile named in Freestone Manufactured Housing Communities III LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #201,193 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Seattle, WA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Washington Courts case search (dw.courts.wa.gov) ↗Arizona Judicial Branch public access ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Washington Secretary of State business search ↗Arizona Secretary of State business search ↗OpenCorporates ↗

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