Data / Investment advisers / Oregon / Variant Investments
Variant Investments, Portland, OR: $2.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Variant Investments is an SEC registered investment adviser with its main office in Portland, Oregon and reports $2.6 billion in regulatory assets under management in its Form ADV filed May 29, 2026. Its clients include investment companies and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 289261
- SEC file number
- 801-113357
- SEC status
- Approved, effective May 30, 2018
- Legal name
- Variant Investments, LLC
- Main office
- 10200 SW Greenburg Road Suite 760, Portland, OR 97223
- Phone
- (503) 563-0700
- Website
- variantinvestments.com
- Regulatory AUM
- $2,638,459,650 in the Form ADV filed May 29, 2026
- Discretionary AUM
- $2,638,459,650
- Accounts
- 4
- Employees
- 33, of which 32 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $20,100,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 3 | $2.62 billion |
| Pooled investment vehicles | 1 | $20.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| June 1, 2026 | $2.64 billion | May 29, 2026 |
| March 2, 2026 | $2.77 billion | February 20, 2026 |
| December 1, 2025 | $3.01 billion | March 10, 2025 |
Other advisers in Portland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Vista Capital Partners, Inc. | Portland | $3.22 billion | Not listed | adviserinfo.sec.gov |
| M Holdings Securities, Inc. | Portland | $3.21 billion | Not listed | adviserinfo.sec.gov |
| Deschutes Investment Consulting, LLC | Portland | $2.89 billion | Not listed | adviserinfo.sec.gov |
| Multnomah Group, Inc. | Portland | $2.67 billion | Not listed | adviserinfo.sec.gov |
| Phillips and Company Advisors LLC | Portland | $2.66 billion | Not listed | adviserinfo.sec.gov |
| Sellwood Investment Partners LLC | Portland | $2.28 billion | Not listed | adviserinfo.sec.gov |
| TPG Financial Advisors, LLC | Portland | $2.22 billion | Not listed | adviserinfo.sec.gov |
| CS Planning Corp | Portland | $1.96 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Portland, OR
- Investment advisers in Oregon
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Variant Investments on the SEC's adviser search
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.