Data / Investment advisers / Serving pooled investment vehicles / Oregon

Investment advisers in Oregon serving pooled investment vehicles: 22 firms

Name: Investment advisers in Oregon serving pooled investment vehicles: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

22 SEC registered investment advisers with a main office in Oregon report pooled investment vehicles among their clients in Form ADV item 5.D, and together they attribute $10.2 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Endeavour Capital.

The request: Every investment adviser in Oregon that serves pooled investment vehicles, with AUM, phone and website. $10 of work on sign-up, no card.

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22Advisers
$10.2 billionAUM from this client type
22Advisers over $100 million
November 2, 2026File date

Advisers in Oregon serving pooled investment vehicles

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Endeavour Capital	Portland	6	$1.89 billion	$1.89 billion	adviserinfo.sec.gov
J.P. Morgan Natural Capital	Portland	9	$1.76 billion	$7.02 billion	adviserinfo.sec.gov
Jensen Investment Management Inc.	Lake Oswego	3	$1.17 billion	$6.48 billion	adviserinfo.sec.gov
Green Cities Investment Management, LLC	Portland	4	$875 million	$875 million	adviserinfo.sec.gov
Efg Asset Management (North America) Corp	Portland	3	$806.1 million	$808.9 million	adviserinfo.sec.gov
Acm Management Company, LLC	Portland	2	$650.1 million	$650.1 million	adviserinfo.sec.gov
Equilibrium Capital Investment Management , LLC	Portland	4	$642.6 million	$642.6 million	adviserinfo.sec.gov
Efm Investments & Advisory LLC	Portland	7	$598.8 million	$680 million	adviserinfo.sec.gov
Northmarq Fund Management, LLC	Lake Oswego	8	$541.3 million	$541.3 million	adviserinfo.sec.gov
801 West Capital Management, LLC	Lake Oswego	6	$515.9 million	$515.9 million	adviserinfo.sec.gov
Sortis Fund Manager, LLC	Portland	6	$202 million	$202 million	adviserinfo.sec.gov
Stonepine Capital Management, LLC	Bend	1	$181 million	$181 million	adviserinfo.sec.gov
Quest Investment Management, LLC	Lake Oswego	8	$161.2 million	$1.71 billion	adviserinfo.sec.gov
Vergepointe Wealth Management, LLC	Lake Oswego	8	$62.4 million	$283.3 million	adviserinfo.sec.gov
CWC Advisors, LLC	Lake Oswego	1	$39.3 million	$445.3 million	adviserinfo.sec.gov
Matisse Capital	Portland	2	$37.6 million	$1.63 billion	adviserinfo.sec.gov
Becker Capital Management, Inc.	Portland	1	$20.3 million	$5.73 billion	adviserinfo.sec.gov
Rutherford Investment Management	Portland	1	$20.3 million	$250 million	adviserinfo.sec.gov
Variant Investments	Portland	1	$20.1 million	$2.64 billion	adviserinfo.sec.gov
Tradewinds Wealth Management	Portland	1	$7.3 million	$135.1 million	adviserinfo.sec.gov
Bridge City Capital, LLC	Lake Oswego	1	$2.6 million	$354.7 million	adviserinfo.sec.gov
Pinnacle Wealth Advisors	Clackamas	1	Not listed	$549.7 million	adviserinfo.sec.gov

Also on SpecStream

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.