Data / Investment advisers / Private funds / Oregon
Investment advisers in Oregon that manage private funds: 23 firms
23 investment advisers with a main office in Oregon report 134 private funds in Form ADV item 7.B.(1), in the SEC's file of November 2, 2026. The adviser with the most is Capybara Management, LLC.
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.
- 23Advisers
- 134Private funds
- 9Exempt reporting advisers
- $6.5 billionGross assets of private funds
- November 2, 2026File date
Advisers by private funds
Ranked by the number of private funds the adviser reports in Form ADV item 7.B.(1). Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Capybara Management, LLC | Portland | OR | 28 | Not listed | Not listed | 28 | Not listed | $184.6 million | Not listed | adviserinfo.sec.gov |
| Motus Ventures, LLC | Portland | OR | 23 | Not listed | Not listed | 23 | Not listed | $68.8 million | Not listed | adviserinfo.sec.gov |
| Ironside Capital LLC | Lake Oswego | OR | 10 | Not listed | 10 | Not listed | Not listed | $93.8 million | Not listed | adviserinfo.sec.gov |
| Mesh Ventures LLC | Portland | OR | 9 | Not listed | Not listed | 9 | Not listed | $93.5 million | Not listed | adviserinfo.sec.gov |
| Node by Mesh LLC | Portland | OR | 8 | Not listed | Not listed | 8 | Not listed | $33.2 million | Not listed | adviserinfo.sec.gov |
| Endeavour Capital | Portland | OR | 7 | Not listed | 7 | Not listed | Not listed | $1.89 billion | $1.89 billion | adviserinfo.sec.gov |
| Efm Investments & Advisory LLC | Portland | OR | 7 | Not listed | Not listed | Not listed | 7 | $598.8 million | $680 million | adviserinfo.sec.gov |
| Fairway America Investment Advisors, LLC | Tigard | OR | 5 | Not listed | Not listed | Not listed | 5 | $75.3 million | Not listed | adviserinfo.sec.gov |
| 503 Partners, LLC | Portland | OR | 5 | Not listed | Not listed | 5 | Not listed | $28.7 million | Not listed | adviserinfo.sec.gov |
| Green Cities Investment Management, LLC | Portland | OR | 4 | Not listed | Not listed | Not listed | 4 | $875 million | $875 million | adviserinfo.sec.gov |
| Equilibrium Capital Investment Management , LLC | Portland | OR | 4 | Not listed | Not listed | Not listed | Not listed | $642.6 million | $642.6 million | adviserinfo.sec.gov |
| 801 West Capital Management, LLC | Lake Oswego | OR | 4 | 4 | Not listed | Not listed | Not listed | $456.7 million | $515.9 million | adviserinfo.sec.gov |
| Uptick Capital Management, LLC | Lake Oswego | OR | 4 | 4 | Not listed | Not listed | Not listed | $100.6 million | Not listed | adviserinfo.sec.gov |
| Sortis Fund Manager, LLC | Portland | OR | 4 | Not listed | 1 | Not listed | 3 | $22.9 million | $202 million | adviserinfo.sec.gov |
| J.P. Morgan Natural Capital | Portland | OR | 3 | 3 | Not listed | Not listed | Not listed | $309.9 million | $7.02 billion | adviserinfo.sec.gov |
| Acm Management Company, LLC | Portland | OR | 2 | Not listed | 2 | Not listed | Not listed | $650.1 million | $650.1 million | adviserinfo.sec.gov |
| Stonepine Capital Management, LLC | Bend | OR | 1 | 1 | Not listed | Not listed | Not listed | $181 million | $181 million | adviserinfo.sec.gov |
| Highwest Global | Bend | OR | 1 | 1 | Not listed | Not listed | Not listed | $118.5 million | Not listed | adviserinfo.sec.gov |
| CWC Advisors, LLC | Lake Oswego | OR | 1 | Not listed | Not listed | Not listed | 1 | $39.3 million | $445.3 million | adviserinfo.sec.gov |
| Variant Investments | Portland | OR | 1 | Not listed | Not listed | Not listed | Not listed | $20.1 million | $2.64 billion | adviserinfo.sec.gov |
| Becker Capital Management, Inc. | Portland | OR | 1 | Not listed | 1 | Not listed | Not listed | $13.3 million | $5.73 billion | adviserinfo.sec.gov |
| Tradewinds Wealth Management | Portland | OR | 1 | 1 | Not listed | Not listed | Not listed | $7.3 million | $135.1 million | adviserinfo.sec.gov |
| Matisse Capital | Portland | OR | 1 | 1 | Not listed | Not listed | Not listed | $445,301 | $1.63 billion | 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.