Coldstream is an employee-owned, independently operated wealth management firm. Coldstream Capital Management has been earning the trust of high-net-worth clients, and giving them peace of mind, since 1996. Its advisors are fiduciaries, meaning they are obligated to put client interests ahead of their own. The firm's commitment to transparent and objective advice starts with learning about each client's financial and lifestyle goals. From there it creates an investment strategy and guides the client step-by-step through the entire wealth management process, always striving to provide clarity and comfort during what can often be a complicated journey.<!--6-->
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| Morgan Stanley Investment Management | Fund of Funds | New York | Debt & credit · Core · Co-investment | $1.6T | 1 |
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
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