Online Privacy Policy

Privacy Notice

Freestone Capital Management, LLC and its affiliates (“Freestone,” “we,” “us” or “our”) employs a variety of measures in an effort to maintain the security of your online experience with us. Our system uses firewall barriers, encryption techniques and authentication procedures. We are also required by federal law to tell you how we collect, share and protect your personal information. The attached privacy notice includes important information regarding our privacy practices, and you should read it carefully to understand what we do. Please contact us with any questions you have regarding our privacy practices.

Information Collection and Use of Cookies

We use cookies and similar files that may be placed on your hard drive for security purposes, to facilitate site navigations and to personalize the appearance of our site. Cookies are small pieces of data that web sites send to your computer, which are stored in files on your hard drive. We use cookies to collect general information, on an anonymous basis, about how this site is used. This general information may be used for marketing and/or research purposes and may be shared by us with our affiliates and unaffiliated parties. If you participate in online surveys presented on this site, cookies may be used to ensure that you provide only one response to a given survey. Cookies may also be used to prevent you from receiving multiple requests to respond to the same survey. When you visit our site, we may collect technical and navigational information, such as computer browser type, Internet protocol addresses, and record the pages you visit and average time you spent on our website. This information may be analyzed to improve our site design and functionality.

Third Party Websites

Our website may provide links to other Internet sites controlled by third parties not affiliated with us. Such websites may have privacy statements that differ from this privacy statement. You should review the privacy statement of any third party web site you access from this site.

Minors

This website does not seek to collect personal information from individuals under the age of 18. Individuals under the age of 18 should receive permission from their parent or legal guardian before providing any personal information to us via this site.

Facts
What Does Freestone Capital Management, Llc (“Freestone”) Do with Your Personal Information?
WHY?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

WHAT?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social security number

  • Income

  • Assets

  • Risk tolerance

  • Wire transfer instructions

  • Transaction history

HOW?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Freestone chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information
Does Freestone Share?
Can you limit this sharing?

For our everyday business purposes - such as to process your transactions, maintain your accounts(s) or respond to court orders and legal investigations

Yes

No

For our marketing purposes - to offer our products and services to you

Yes

No

For joint marketing with other financial companies

No

We don’t share

For our affiliates' everyday business purposes - information about your transactions and experiences

Yes

No

For our affiliates' everyday business purposes

information about your creditworthiness

No

We don’t share

For our affiliates to market to you

Yes

Yes

For non-affiliates to market to you

No

We don’t share

To limit our sharing

Please note:

If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice.  When you are no longer our customer, we continue to share your information as described in this notice.

However, you can contact us at any time to limit our sharing as set forth above.

Questions?
Call (206) 707-7300, (800) 990-3001 or email compliance@freestonecapital.com
Who we are
Who is providing this notice?
  • Freestone Capital Management, LLC

  • Freestone Opportunity Partners LP

  • Freestone Investments, LLC

  • Freestone Opportunity Qualified Partners LP

  • FC Golf GP, LLC

  • Freestone Real Estate Opportunities LP

  • FC Golf GP II LLC

  • Freestone Real Estate Opportunities II LP

  • Freestone Capital Holdings LLC

  • Freestone Real Estate Opportunities Qualified II LP

  • Freestone Advantage Partners II LP

  • FC Golf Partners, L.P.

  • Freestone Capital Partners L.P.

  • FC Golf Partners II LP

  • Freestone Capital Qualified Partners L.P.

  • Freestone Managed Holdings LP

  • Freestone Capital Partners Ltd.

  • Freestone Real Estate Income Plus LP

  • Freestone Low Volatility Partners LP

  • Freestone Senior Loan Fund LP

  • Freestone Low Volatility Qualified Partners LP

  • Freestone Yield Fund LP

  • Freestone Manufactured Housing Communities LP

  • Freestone Advantage Partners III LP

What we do

How does Freestone protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does Freestone collect my personal information?

We collect your personal information, for example, when you:

  • Enter into an investment advisory contract

  • Seek financial advice

  • Make deposits or withdrawals from your account

  • Tell us about your investment or retirement portfolio

  • Show your driver’s license

We also collect your personal information from others, such as affiliates or other companies.

Why can't I limit all sharing?

Federal law gives you the right to limit only

  • sharing for affiliates’ everyday business purposes—information about your creditworthiness

  • affiliates from using your information to market to you

  • sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

What happens when I limit sharing for an account I hold jointly with someone else?

Your choices will apply to everyone on your account, unless you tell us otherwise.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.  See the “Who is providing this notice” for a list of Freestone affiliates.

Non-affiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

Freestone does not share with non-affiliates so they can market to you.

Joint Marketing

A formal agreement between non-affiliated financial companies that together market financial products or services to you.

Freestone does not jointly market.

Other important information

None.

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