Samuel Pun
Investment adviser representative at Freestone Capital Management, LLC
12 yearsExperience
1 stateRegistered in
$14.5BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Freestone Capital Management, LLCMay 2019 to now
- Scharf InvestmentsMar 2017 to May 2019
- Sonen Capital LLCJan 2014 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
Freestone Capital Management, LLC
$14.5BAssets managed
2,994Clients
66Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5745110
- Firm CRD
- 145711