Adviser Profile
| As of Date | 09/14/2026 |
| Registration | SEC, Approved, 06/08/2026 |
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| Former registrations | |
| ADV Location | VANCOUVER, WA, United States |
| Contact Info | 503 xxxxxxx |
| AUM* | 186,620,841 |
| of that, discretionary | 186,620,841 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 186,620,841 |
| Avg Account Size | 186,620,841 |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
187M
160M
133M
107M
80M
53M
27M
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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