Adviser Profile

As of Date 05/29/2026
Registration SEC, Approved, 05/30/2018
Other registrations (1)
ADV Location PORTLAND, OR, United States
Contact Info 503 xxxxxxx
Websites
AUM* 2,638,459,650 -12%
of that, discretionary 2,638,459,650 -12%
Number of Employees 33 18%
of those in investment advisory functions 32 19%
Private Fund GAV* 20,100,000
Avg Account Size 659,614,913 -34%
SMA’s No
Private Funds 1 1

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

3B 3B 2B 2B 1B 884M 442M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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