Form D · Hedge Fund

FREESTONE OPPORTUNITY QUALIFIED PARTNERS LP

Seattle, WA · CIK 0001468187

Offering snapshot reported Jan 29, 2019 · SEC filing

Reported sold: $138M
Investors reported: 241
Minimum accepted: $0
First sale: Jul 1, 2009

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$126,731,663 → $138,402,702
Reported investors229 → 241

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 29, 2019	Amendment	$138,402,702	$11,671,039vs Jan 29, 2018	241	SEC filing
Jan 29, 2018	Amendment	$126,731,663	$15,604,043vs Jan 27, 2017	229	SEC filing
Jan 27, 2017	Amendment	$111,127,620	$4,760,000vs Jan 27, 2016	212	SEC filing
Jan 27, 2016	Amendment	$106,367,620	$1,450,000vs Jan 26, 2015	202	SEC filing
Jan 26, 2015	Amendment	$104,917,620	$26,062,492vs Apr 19, 2012	198	SEC filing
Apr 19, 2012	Amendment	$78,855,128	$22,216,758vs Apr 20, 2011	132	SEC filing
Apr 20, 2011	Amendment	$56,638,370	$17,046,558vs Apr 6, 2010	96	SEC filing
Apr 6, 2010	Amendment	$39,591,812	$11,285,226vs Jul 14, 2009	67	SEC filing
Jul 14, 2009	Initial	$28,306,586	No comparison	44	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-132737

Source: Form D, filed Jan 29, 2019. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

FREESTONE OPPORTUNITY QUALIFIED PARTNERS LP

Investment adviser: FREESTONE CAPITAL MANAGEMENT, LLC

Gross asset value: $3.12M
Beneficial owners: 103
ADV minimum commitment: $500K

Reported in Form ADV on Jun 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES, INC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP SEATTLE, Washington, United States

Custodian BMO HARRIS BANK N.A. CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG LLP
PCAOB 42

BMO HARRIS BANK N.A.
LEI 3Y4U8VZURTYWI1W2K376

Filing source

Form ADV 2116357 · Jun 29, 2026 · Schedule D 7.B.(1), fund 805-8967395324

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Scott Akins	Executive
James Barnyak	Executive
Freestone Advisors Llc Freestone Advisors Llc	Executive
N/A Freestone Advisors Llc	Executive
N/A Freestone Capital Holdings, Llc	Executive
Freestone Capital Management Llc Freestone Capital Management, Llc	Promoter
N/A Freestone Capital Management, Llc	Promoter
N/A Freestone Investments Llc	Executive
Gary Furukawa	Executive
Janice Greene	Executive
Eric Martinez	Executive
Erik Morgan	Executive
Kevin Patrick	Executive
James Rooney	Executive
Scott Trimble Svenson	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

701 Fifth Avenue, 74 Th Floor
Seattle, WA, 98104