Data / Investment advisers / Washington / Seattle
Investment advisers in Seattle, WA: 105 firms, $1.1 trillion in AUM
105 investment advisers have their main office in Seattle, Washington: 82 SEC registered and 23 exempt reporting. The registered advisers report $1.1 trillion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Parametric Portfolio Associates with $685 billion.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 105Advisers
- 82SEC registered
- 23Exempt reporting
- $1.1 trillionTotal AUM
- 76Advisers over $100 million
- 57Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Parametric Portfolio Associates | Seattle | $684.78 billion | 240,280 | 1,109 | 12 | (206) 694-5500 | platform.parametricportfolio.com | adviserinfo.sec.gov |
| Russell Investments | Seattle | $81.09 billion | 146 | 569 | Not listed | (206) 505-7877 | adviserinfo.sec.gov | |
| Russell Investments | Seattle | $68.60 billion | 6,599 | 569 | 1 | (206) 505-7877 | adviserinfo.sec.gov | |
| Russell Investments | Seattle | $35.03 billion | 116 | 580 | 43 | (206) 505-7877 | russellinvestments.com | adviserinfo.sec.gov |
| Invesco Managed Accounts, LLC | Seattle | $31.28 billion | 17,443 | 68 | Not listed | (866) 769-2773 | snwam.com | adviserinfo.sec.gov |
| Bentallgreenoak (U.S.) Limited Partnership | Seattle | $24.07 billion | 17 | 127 | 24 | (206) 623-4739 | bgo.com | adviserinfo.sec.gov |
| Himalaya Capital | Seattle | $21.39 billion | 2 | 21 | 1 | (206) 707-0768 | himalayacapital.com | adviserinfo.sec.gov |
| Brighton Jones LLC | Seattle | $18.88 billion | 3,808 | 316 | 5 | (206) 258-5000 | adviserinfo.sec.gov | |
| Freestone Capital Management, LLC | Seattle | $14.54 billion | 4,494 | 120 | 14 | (206) 707-7300 | adviserinfo.sec.gov | |
| Pugh Capital Management, Inc. | Seattle | $12.82 billion | 82 | 39 | 1 | (206) 322-4985 | pughcapital.com | adviserinfo.sec.gov |
| LNW | Seattle | $12.18 billion | 6,041 | 169 | 3 | (206) 464-5100 | adviserinfo.sec.gov | |
| Silver Creek Advisory Partners LLC | Seattle | $10.20 billion | 20 | 47 | 26 | (206) 774-6000 | silvercreekcapital.com | adviserinfo.sec.gov |
| Empirical Wealth Management | Seattle | $8.43 billion | 8,690 | 94 | 1 | (206) 923-3474 | adviserinfo.sec.gov | |
| Frazier Healthcare Partners | Seattle | $7.72 billion | 25 | 100 | 25 | (206) 621-7200 | adviserinfo.sec.gov | |
| Washington Capital Management Inc | Seattle | $7.40 billion | 251 | 79 | 10 | (206) 382-0825 | adviserinfo.sec.gov | |
| Badgley Phelps Wealth Managers | Seattle | $7.28 billion | 3,486 | 45 | Not listed | (206) 623-6172 | adviserinfo.sec.gov | |
| Strategic Income Management, LLC | Seattle | $3.14 billion | 6 | 6 | Not listed | (206) 608-3873 | sim-llc.com | adviserinfo.sec.gov |
| Inatai Investment Management Co. LLC | Seattle | $2.69 billion | 3 | 8 | 3 | (206) 788-8900 | inatai.partners | adviserinfo.sec.gov |
| Garde Capital, Inc. | Seattle | $2.65 billion | 512 | 18 | Not listed | (206) 552-7900 | gardecapital.com | adviserinfo.sec.gov |
| Steelhead Partners, LLC | Seattle | $2.51 billion | 7 | 12 | 2 | (206) 307-0910 | steelhead.com | adviserinfo.sec.gov |
| Milliman Advisors, LLC | Seattle | $2.32 billion | 34 | 1 | Not listed | (206) 624-7940 | milliman.com | adviserinfo.sec.gov |
| Kosmos Management LLC | Seattle | $2.21 billion | 12 | 34 | 13 | (206) 624-8111 | kosmosllc.com | adviserinfo.sec.gov |
| Acuitas Investments, LLC | Seattle | $1.48 billion | 7 | 7 | 2 | (206) 299-2070 | acuitasinvestments.com | adviserinfo.sec.gov |
| Columbia Pacific Advisors, LLC | Seattle | $1.46 billion | 12 | 61 | 11 | (206) 728-9063 | adviserinfo.sec.gov | |
| Greene Wealth Management, LLC | Seattle | $1.41 billion | 1,783 | 9 | Not listed | (206) 623-2200 | adviserinfo.sec.gov | |
| RDST Capital LLC | Seattle | $1.28 billion | 3 | 7 | 2 | (212) 543-1000 | readestreet.com | adviserinfo.sec.gov |
| Hohimer Wealth Management, LLC | Seattle | $1.26 billion | 1,554 | 12 | 2 | (206) 709-5955 | adviserinfo.sec.gov | |
| Aspire Capital Advisors LLC | Seattle | $1.23 billion | 5,393 | 22 | Not listed | (206) 939-5615 | investwithaspire.com | adviserinfo.sec.gov |
| Lucid Advisors, Inc. | Seattle | $1.15 billion | 192 | 2 | Not listed | (206) 267-2222 | lucidadvisors.com | adviserinfo.sec.gov |
| Bridge33 Investment Management LLC | Seattle | $1.08 billion | 6 | 25 | 6 | (206) 538-0083 | bridge33capital.com | adviserinfo.sec.gov |
| Fulcrum Capital, LLC | Seattle | $1.08 billion | 667 | 13 | Not listed | (206) 223-9790 | adviserinfo.sec.gov | |
| Pike Street Capital | Seattle | $727.4 million | 7 | 12 | 7 | (425) 686-3320 | adviserinfo.sec.gov | |
| Kutscher Benner Barsness & Stevens, Inc. | Seattle | $627.8 million | 685 | 7 | Not listed | (206) 462-6100 | krbfinancial.com | adviserinfo.sec.gov |
| Rainier Investment Management LLC | Seattle | $581.1 million | 4 | 3 | Not listed | (206) 518-6600 | adviserinfo.sec.gov | |
| Oliver Capital Management | Seattle | $505.5 million | 1,786 | 2 | Not listed | (206) 775-7500 | olivercapital.com | adviserinfo.sec.gov |
| First Washington Corporation | Seattle | $501.2 million | 29 | 5 | Not listed | (206) 624-8320 | first-wash.com | adviserinfo.sec.gov |
| Westriver Management, LLC | Seattle | $444.4 million | 27 | 14 | 27 | (425) 952-3950 | adviserinfo.sec.gov | |
| Lakeside Advisors Inc | Seattle | $412.2 million | 517 | 4 | Not listed | (206) 285-1730 | lakesideadvisors.com | adviserinfo.sec.gov |
| Helm Capital Management | Seattle | $400.8 million | 154 | 1 | Not listed | (206) 654-6200 | helmcapitalmanagement.com | adviserinfo.sec.gov |
| Rainier Capital Partners LP | Seattle | $379.5 million | 3 | 14 | 3 | (332) 262-4633 | rainierpartners.com | adviserinfo.sec.gov |
| Bear Mountain Capital Inc. | Seattle | $375 million | 977 | 6 | 1 | (206) 420-3713 | bearmountaincapital.com | adviserinfo.sec.gov |
| Westward Partners LLC | Seattle | $374 million | 9 | 5 | 9 | (206) 669-4007 | westwardpartnersllc.com | adviserinfo.sec.gov |
| Kunath Karren Rinne & Atkin LLC | Seattle | $373 million | 66 | 4 | Not listed | (206) 621-7400 | kkra.com | adviserinfo.sec.gov |
| Sonata Capital Group Inc | Seattle | $360.7 million | 197 | 5 | Not listed | (206) 256-4400 | sonatacapital.com | adviserinfo.sec.gov |
| Elliott Cove Capital Management | Seattle | $348.2 million | 748 | 11 | Not listed | (206) 267-2683 | adviserinfo.sec.gov | |
| Wafd Wealth, Inc | Seattle | $348.1 million | 677 | 14 | Not listed | (206) 467-2800 | wafdwealth.com | adviserinfo.sec.gov |
| Angellist Asset Management, LLC | Seattle | $346.5 million | 23 | 10 | 22 | (206) 880-1869 | angellistmgmt.com | adviserinfo.sec.gov |
| BBJS Financial Advisors, LLC | Seattle | $331.5 million | 84 | 3 | Not listed | (206) 682-4840 | bbjsadvisors.com | adviserinfo.sec.gov |
| Truenorth Wealth Advisors | Seattle | $321.7 million | 580 | 7 | Not listed | (206) 652-4314 | adviserinfo.sec.gov | |
| Breakwater Investment Management | Seattle | $302.7 million | 572 | 4 | Not listed | (206) 621-8832 | breakwater.com | adviserinfo.sec.gov |
| Bac Capital Advisors LLC | Seattle | $301.2 million | 41 | 3 | Not listed | (206) 625-1800 | adviserinfo.sec.gov | |
| Cloud Capital Management | Seattle | $300.2 million | 396 | 5 | Not listed | (800) 795-4303 | cloudcapital.us | adviserinfo.sec.gov |
| Hamrick Investment Counsel, LLC | Seattle | $299.2 million | 312 | 2 | Not listed | (206) 441-9911 | hamrickinvestment.com | adviserinfo.sec.gov |
| 22nw, LP | Seattle | $295.6 million | 1 | 6 | 1 | (206) 437-9174 | englishcap.com | adviserinfo.sec.gov |
| Madison Park Capital Advisors, LLC | Seattle | $294.8 million | 1,051 | 4 | Not listed | (206) 623-6722 | madisonparkca.com | adviserinfo.sec.gov |
| Martin Nelson & Co., Inc. | Seattle | $287.3 million | 422 | 9 | Not listed | (206) 682-6261 | martinnelsonco.com | adviserinfo.sec.gov |
| Pinnacle Partner Management LLC | Seattle | $287.3 million | 13 | 6 | 13 | (206) 369-2380 | adviserinfo.sec.gov | |
| Avatar Capital Management LLC | Seattle | $279.6 million | 2 | 3 | 2 | (206) 508-6139 | avatarfinancial.com | adviserinfo.sec.gov |
| Viewpoint Capital Management | Seattle | $267.8 million | 270 | 1 | Not listed | (206) 219-1410 | viewpointcapitalllc.com | adviserinfo.sec.gov |
| Northern Lights Advisors, Inc. | Seattle | $258.9 million | 339 | 5 | Not listed | (206) 203-6638 | adviserinfo.sec.gov | |
| Fairview Partners Investment Management LLC | Seattle | $256 million | 10 | 10 | 10 | (206) 321-8255 | fairview-partners.com | adviserinfo.sec.gov |
| Mangan Wealth Management | Seattle | $222 million | 173 | 6 | Not listed | (206) 441-1980 | manganwm.com | adviserinfo.sec.gov |
| Archon Capital Management LLC | Seattle | $214.6 million | 4 | 6 | 4 | (206) 436-3600 | archoncapitalmanagement.com | adviserinfo.sec.gov |
| Sander Capital Advisors, Inc. | Seattle | $210 million | 20 | 2 | Not listed | (206) 323-8822 | sandercapital.com | adviserinfo.sec.gov |
| Runde & Co. LLC | Seattle | $209.5 million | 153 | 2 | Not listed | (206) 323-2255 | rundeinvestmentmanagement.com | adviserinfo.sec.gov |
| Lesa Sroufe & Company, Inc. | Seattle | $207.3 million | 238 | 4 | Not listed | (206) 838-8383 | sroufeco.com | adviserinfo.sec.gov |
| Global Partnerships | Seattle | $197.3 million | 5 | 41 | 5 | (206) 652-8773 | adviserinfo.sec.gov | |
| Pathmont Investment Management | Seattle | $169.7 million | 64 | 1 | Not listed | (206) 399-0454 | adviserinfo.sec.gov | |
| Newground Social Investment | Seattle | $161.1 million | 375 | 3 | Not listed | (206) 522-1944 | adviserinfo.sec.gov | |
| Capria Ventures LLC | Seattle | $161 million | 14 | 15 | 14 | (206) 880-0360 | capria.vc | adviserinfo.sec.gov |
| Euclidean Technologies Management, LLC | Seattle | $131.6 million | 1 | 1 | Not listed | (206) 745-2136 | euclidean.com | adviserinfo.sec.gov |
| Seattle Wealth Management LLC | Seattle | $131.3 million | 296 | 2 | Not listed | (206) 858-6973 | seattlewm.com | adviserinfo.sec.gov |
| Silver Creek Capital Management LLC | Seattle | $122.5 million | 5 | 47 | 8 | (206) 774-6000 | silvercreekcapital.com | adviserinfo.sec.gov |
| Avantia Investment Services, LLC | Seattle | $119.1 million | 198 | 3 | Not listed | (425) 589-0904 | adviserinfo.sec.gov | |
| Northwest Administrators Inc | Seattle | $114.8 million | 6 | 380 | Not listed | (206) 329-4900 | adviserinfo.sec.gov | |
| Petrie Capital Management LLC. | Seattle | $105.2 million | 107 | 1 | Not listed | (206) 545-0600 | adviserinfo.sec.gov | |
| Directional Financial Services | Seattle | $11.5 million | 34 | 4 | Not listed | (206) 508-3240 | directionalfs.com | adviserinfo.sec.gov |
| Concreit Fund Management LLC | Seattle | $9 million | 1 | 0 | Not listed | (206) 350-7570 | adviserinfo.sec.gov | |
| Mont AI | Seattle | $32,498 | 4 | 4 | Not listed | (206) 620-3130 | mont.ai | adviserinfo.sec.gov |
| Madrona Venture Group, LLC | Seattle | Not listed | Not listed | Not listed | 24 | (206) 674-3000 | madrona.com | adviserinfo.sec.gov |
| Maveron LLC | Seattle | Not listed | Not listed | Not listed | 16 | (206) 288-1700 | maveron.com | adviserinfo.sec.gov |
| SNR Ventures | Seattle | Not listed | Not listed | Not listed | 8 | (415) 993-1337 | snr.vc | adviserinfo.sec.gov |
| Voyager Capital LLC | Seattle | Not listed | Not listed | Not listed | 8 | (206) 438-1800 | voyagercapital.com | adviserinfo.sec.gov |
| Flying Fish Management, LLC | Seattle | Not listed | Not listed | Not listed | 7 | (206) 618-4464 | flyingfish.vc | adviserinfo.sec.gov |
| Rero LLC | Seattle | Not listed | Not listed | Not listed | 7 | (415) 580-1209 | adviserinfo.sec.gov | |
| Elevar Equity Management LTD. | Seattle | Not listed | Not listed | Not listed | 4 | (425) 246-5323 | adviserinfo.sec.gov | |
| Pack Ventures | Seattle | Not listed | Not listed | Not listed | 4 | (360) 606-8827 | adviserinfo.sec.gov | |
| Tola Capital Management, LLC | Seattle | Not listed | Not listed | Not listed | 4 | (206) 686-8577 | tolacapital.com | adviserinfo.sec.gov |
| Remiges Ventures, Inc. | Seattle | Not listed | Not listed | Not listed | 3 | (206) 237-1144 | remigesventures.com | adviserinfo.sec.gov |
| FCV GP LLC | Seattle | Not listed | Not listed | Not listed | 2 | (206) 801-1080 | founderscoop.com | adviserinfo.sec.gov |
| Pioneer Square Investment Advisor, LLC | Seattle | Not listed | Not listed | Not listed | 2 | (206) 202-2227 | psl.com | adviserinfo.sec.gov |
| Springrock Management | Seattle | Not listed | Not listed | Not listed | 2 | (206) 528-2385 | springrockventures.com | adviserinfo.sec.gov |
| Biomatics Management Company, LLC | Seattle | Not listed | Not listed | Not listed | 1 | (206) 719-6382 | biomaticscapital.com | adviserinfo.sec.gov |
| Eternal Digital Fund LTD. | Seattle | Not listed | Not listed | Not listed | 1 | (213) 681-2588 | adviserinfo.sec.gov | |
| Fair Edge LLC | Seattle | Not listed | Not listed | Not listed | 1 | (415) 794-5456 | fairedge.ai | adviserinfo.sec.gov |
| Founder's Co-Op Management II, LLC | Seattle | Not listed | Not listed | Not listed | 1 | (206) 801-1080 | founderscoop.com | adviserinfo.sec.gov |
| Founders IV General Partner LLC | Seattle | Not listed | Not listed | Not listed | 1 | (206) 801-1080 | founderscoop.com | adviserinfo.sec.gov |
| Founders' Co-Op General Partner III, LLC | Seattle | Not listed | Not listed | Not listed | 1 | (206) 801-1080 | founderscoop.com | adviserinfo.sec.gov |
| Generative Capital | Seattle | Not listed | Not listed | Not listed | 1 | (206) 462-7400 | adviserinfo.sec.gov | |
| Hexa Management Group LLC | Seattle | Not listed | Not listed | Not listed | 1 | (425) 301-5759 | hexacapital.xyz | adviserinfo.sec.gov |
| Klakna Group LTD | Seattle | Not listed | Not listed | Not listed | 1 | (720) 555-4026 | adviserinfo.sec.gov | |
| Russell Investments | Seattle | Not listed | 0 | 569 | Not listed | (206) 505-7877 | adviserinfo.sec.gov | |
| Russell Investments | Seattle | Not listed | 0 | 569 | Not listed | (206) 505-7877 | adviserinfo.sec.gov | |
| Sharebuilder 401k | Seattle | Not listed | 0 | 35 | Not listed | (425) 213-9035 | sharebuilder401k.com | adviserinfo.sec.gov |
| Timberlane Real Asset Management, LLC | Seattle | Not listed | Not listed | Not listed | Not listed | (206) 557-7236 | adviserinfo.sec.gov |
Advisers in Seattle that manage private funds
57 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Russell Investments | Seattle | WA | 43 | 24 | 9 | Not listed | Not listed | $19.37 billion | $35.03 billion | adviserinfo.sec.gov |
| Westriver Management, LLC | Seattle | WA | 27 | Not listed | 8 | 14 | Not listed | $444.4 million | $444.4 million | adviserinfo.sec.gov |
| Silver Creek Advisory Partners LLC | Seattle | WA | 26 | 23 | Not listed | Not listed | Not listed | $10.64 billion | $10.20 billion | adviserinfo.sec.gov |
| Frazier Healthcare Partners | Seattle | WA | 25 | Not listed | 24 | 1 | Not listed | $8.19 billion | $7.72 billion | adviserinfo.sec.gov |
| Bentallgreenoak (U.S.) Limited Partnership | Seattle | WA | 24 | Not listed | Not listed | Not listed | 18 | $13.95 billion | $24.07 billion | adviserinfo.sec.gov |
| Madrona Venture Group, LLC | Seattle | WA | 24 | Not listed | Not listed | 24 | Not listed | $4.27 billion | Not listed | adviserinfo.sec.gov |
| Angellist Asset Management, LLC | Seattle | WA | 22 | Not listed | 22 | Not listed | Not listed | $313.8 million | $346.5 million | adviserinfo.sec.gov |
| Maveron LLC | Seattle | WA | 16 | Not listed | Not listed | 16 | Not listed | $624.3 million | Not listed | adviserinfo.sec.gov |
| Freestone Capital Management, LLC | Seattle | WA | 14 | 14 | Not listed | Not listed | Not listed | $1.54 billion | $14.54 billion | adviserinfo.sec.gov |
| Capria Ventures LLC | Seattle | WA | 14 | Not listed | Not listed | 14 | Not listed | $135.7 million | $161 million | adviserinfo.sec.gov |
| Kosmos Management LLC | Seattle | WA | 13 | Not listed | 7 | Not listed | Not listed | $2.21 billion | $2.21 billion | adviserinfo.sec.gov |
| Pinnacle Partner Management LLC | Seattle | WA | 13 | Not listed | Not listed | Not listed | 13 | $271.4 million | $287.3 million | adviserinfo.sec.gov |
| Parametric Portfolio Associates | Seattle | WA | 12 | 10 | Not listed | Not listed | Not listed | $9.64 billion | $684.78 billion | adviserinfo.sec.gov |
| Columbia Pacific Advisors, LLC | Seattle | WA | 11 | Not listed | Not listed | Not listed | 8 | $1.45 billion | $1.46 billion | adviserinfo.sec.gov |
| Washington Capital Management Inc | Seattle | WA | 10 | Not listed | 5 | Not listed | 1 | $6.44 billion | $7.40 billion | adviserinfo.sec.gov |
| Fairview Partners Investment Management LLC | Seattle | WA | 10 | 2 | Not listed | Not listed | 8 | $327.5 million | $256 million | adviserinfo.sec.gov |
| Westward Partners LLC | Seattle | WA | 9 | Not listed | 9 | Not listed | Not listed | $374 million | $374 million | adviserinfo.sec.gov |
| Silver Creek Capital Management LLC | Seattle | WA | 8 | 8 | Not listed | Not listed | Not listed | $192.2 million | $122.5 million | adviserinfo.sec.gov |
| SNR Ventures | Seattle | WA | 8 | Not listed | Not listed | 8 | Not listed | $554.6 million | Not listed | adviserinfo.sec.gov |
| Voyager Capital LLC | Seattle | WA | 8 | Not listed | Not listed | 8 | Not listed | $200.7 million | Not listed | adviserinfo.sec.gov |
| Pike Street Capital | Seattle | WA | 7 | Not listed | 7 | Not listed | Not listed | $727.4 million | $727.4 million | adviserinfo.sec.gov |
| Flying Fish Management, LLC | Seattle | WA | 7 | Not listed | Not listed | 7 | Not listed | $101.5 million | Not listed | adviserinfo.sec.gov |
| Rero LLC | Seattle | WA | 7 | Not listed | Not listed | 7 | Not listed | $120.9 million | Not listed | adviserinfo.sec.gov |
| Bridge33 Investment Management LLC | Seattle | WA | 6 | Not listed | Not listed | Not listed | 6 | $1.29 billion | $1.08 billion | adviserinfo.sec.gov |
| Brighton Jones LLC | Seattle | WA | 5 | Not listed | 5 | Not listed | Not listed | $63.3 million | $18.88 billion | adviserinfo.sec.gov |
| Global Partnerships | Seattle | WA | 5 | Not listed | 5 | Not listed | Not listed | $197.3 million | $197.3 million | adviserinfo.sec.gov |
| Archon Capital Management LLC | Seattle | WA | 4 | 4 | Not listed | Not listed | Not listed | $257.6 million | $214.6 million | adviserinfo.sec.gov |
| Elevar Equity Management LTD. | Seattle | WA | 4 | Not listed | Not listed | 4 | Not listed | $571.3 million | Not listed | adviserinfo.sec.gov |
| Pack Ventures | Seattle | WA | 4 | Not listed | Not listed | 4 | Not listed | $15.5 million | Not listed | adviserinfo.sec.gov |
| Tola Capital Management, LLC | Seattle | WA | 4 | Not listed | Not listed | 4 | Not listed | $701.6 million | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in Seattle
1 adviser with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Mont AI | Seattle | WA | October 13, 2026 | $32,498 | mont.ai | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.