Investment adviser
Coldstream Wealth Management
Legal name: Coldstream Capital Management INC
Confirmed funds come from file numbers reported in this adviser's latest available Form ADV. Likely associations are labeled separately.
Reported relationships
Funds
1 fund
| Fund | Total raised | Latest Form D |
|---|---|---|
| Ascent Capital Fund III, LLC | $108M | Jul 23, 2026 |
Unconfirmed relationships
Likely associated funds
2 funds
This linkage has not been confirmed in Form ADV and may be incorrect.
| Fund | Total raised | Latest Form D |
|---|---|---|
| EDGE Aviation Financing Feeder Fund, a sub-fund of EDGE Aviation Feeder ICAV | $0 | Dec 2, 2025 |
| EDGE Aviation Financing Fund, a sub-fund of EDGE Aviation ICAV | $0 | Oct 31, 2025 |