| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 01/23/2026 |
| ADV Location | PORTLAND, OR, United States |
| Contact Info | 503 xxxxxxx |
| Websites |
| AUM* | 680,035,856 |
| of that, discretionary | 235,360,879 |
| Number of Employees | 13 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 598,772,892 |
| Avg Account Size | 75,559,540 |
| SMA’s | No |
| Private Funds | 7 |
- Pooled investment vehicles
- Other
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |