COLDSTREAM CAPITAL MANAGEMENT INC

UUIDb9689bb8-2cf6-5c68-8cae-d1df2bc02862

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:49

Updated2025-10-23 02:23:49

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Authority	Identifier	Display	As Of	Confidence
adv_crd	108805	108805	—	1.0
cik	0001082339	1082339	—	—
sec_file_number	801-39379	801-39379	—	—

HQ CityBELLEVUE

HQ StateWA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

As of 2025-06-17 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
No people recorded.

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

No evidence recorded for this organization yet.