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Adviser Profile

As of Date 04/17/2025
Adviser Type - Large advisory firm
Number of Employees 296 39.62%
of those in investment advisory functions 168 24.44%
Registration Oregon, Terminated, 10/22/2018
Other registrations (2)

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

12B 10B 9B 7B 5B 3B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count6 GAV$979,062,093
Fund TypePrivate Equity Fund Count4 GAV$147,140,029
Fund TypeReal Estate Fund Count4 GAV$39,500,254
Fund TypeOther Private Fund Count3 GAV$294,597,187

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Brochure Summary