Vault-13

Managers in West Linn, OR

United States · 97 asset managers within 25 km (1 in West Linn itself) · 156 wealth managers, banks and others

West LinnPortlandBeavertonHillsboroLake OswegoVancouverCamasSalemThe DallesLongview
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Portland, OR 61 · Lake Oswego, OR 31 · Vancouver, WA 17 · Beaverton, OR 3 · Camas, WA 3 · Gresham, OR 1 · Hillsboro, OR 1

Asset managers in and around West Linn

#Manager People here Assets Visa salary
1 RVK, INC. institutions · Portland $827.9m about 86main office $827.9m
2 JPMORGAN CHASE & CO hedge funds, private equity, real estate, structured credit and 6 more · Portland J.P. MORGAN NATURAL CAPITAL, J.P. MORGAN INVESTMENT MANAGEMENT INC. · 21 related pages $3.5tn · visa salary $139,587 about 39main office $3.5tn $139,5873 filings
3 PNC Financial Services Group, Inc. private equity, institutions, wealth · Portland PNC REAL ESTATE · 6 related pages $201.8bn 35 $201.8bn
4 Robert W. Baird & Co. Inc hedge funds, private equity, mutual funds, futures and 1 more · Lake Oswego Robert W. Baird & Co. Inc · 9 related pages $394.1bn 33 $394.1bn
5 VARIANT INVESTMENTS mutual funds, futures · Portland $2.6bn about 32main office $2.6bn
6 Human Investing LLC institutions · Lake Oswego $2.2bn about 18main office $2.2bn
7 CALLAN institutions · Portland $41.9bn 17 $41.9bn
8 MULTNOMAH GROUP, INC. institutions · Portland $2.7bn about 16main office $2.7bn
9 FIDUCIENT ADVISORS LLC institutions · Portland Sellwood Investment Partners LLC · 3 related pages $97.5bn about 14main office $97.5bn
10 MEKETA INVESTMENT GROUP INC /ADV private equity, institutions · Portland MEKETA INVESTMENT GROUP INC /ADV, MEKETA FIDUCIARY MANAGEMENT, LLC $20.1bn 14 $20.1bn
11 JENSEN INVESTMENT MANAGEMENT INC mutual funds · Lake Oswego $6.5bn about 14main office $6.5bn
12 AMERIPRISE FINANCIAL INC hedge funds, structured credit, mutual funds, futures and 2 more · Lake Oswego Columbia Management Investment Advisers, LLC · 6 related pages $502.4bn 13 $502.4bn
13 TPG Financial Advisors, LLC institutions · Portland $2.2bn about 13main office $2.2bn
14 STANCORP INVESTMENT ADVISERS, INC. institutions · Portland $34.5bn about 12main office $34.5bn
15 MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Portland FIDUCIARY CONSULTING GROUP · 33 related pages $2.0tn 10 $2.0tn
16 HAMILTON LANE ADVISORS LLC private equity, futures · Lake Oswego $141.8bn 10 $141.8bn
17 Matisse Capital hedge funds, institutions · Portland $1.6bn about 10main office $1.6bn
18 DESCHUTES INVESTMENT CONSULTING, LLC institutions · Portland $2.9bn about 8main office $2.9bn
19 QUEST INVESTMENT MANAGEMENT, LLC institutions · Lake Oswego $1.7bn about 8main office $1.7bn
20 PREISZ FINANCIAL institutions · Portland $701.7m about 8main office $701.7m
21 CWC Advisors, LLC. real estate, institutions · Lake Oswego $445.3m about 8main office $445.3m
22 STATE FARM INVESTMENT MANAGEMENT CORP mutual funds · Portland $12.9bn 7 $12.9bn
23 ACM MANAGEMENT COMPANY, LLC private equity · Portland $650.1m about 7main office $650.1m
24 PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · Lake Oswego PRINCIPAL GLOBAL INVESTORS, PRINCIPAL REAL ESTATE INVESTORS LLC · 9 related pages $427.7bn 6 $427.7bn
25 GOVERNMENT PORTFOLIO ADVISORS LLC institutions · Portland $35.1bn about 6main office $35.1bn
26 NORTHWEST CAPITAL MANAGEMENT INC. institutions · Lake Oswego $8.5bn about 6main office $8.5bn
27 BANNEKER PARTNERS LLC private equity · Portland $3.4bn 6 $3.4bn
28 Pacific Ridge Capital Partners, LLC institutions · Lake Oswego $494.6m about 6main office $494.6m
29 GREEN CITIES INVESTMENT MANAGEMENT, LLC real estate, futures · Portland $875.0m about 5main office $875.0m
30 EFM INVESTMENTS & ADVISORY LLC real estate, futures · Portland $680.0m about 5main office $680.0m
31 EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC Portland $642.6m about 5main office $642.6m
32 ZUNA, LLC institutions · Portland $411.3m about 5main office $411.3m
33 Bridge City Capital, LLC institutions · Lake Oswego $354.7m about 5main office $354.7m
34 NOMURA ASSET MANAGEMENT CO LTD hedge funds, venture, mutual funds, institutions and 3 more · Portland AMERICAN CENTURY INVESTMENT MANAGEMENT INC · 21 related pages $601.8bn 4 $601.8bn
35 Allspring Global Investments Holdings, LLC mutual funds, institutions, futures, FCA fund manager · Lake Oswego Allspring Global Investments, LLC · 6 related pages $475.8bn 4 $475.8bn
36 HOLBROOK HOLDINGS, INC. mutual funds · Portland $3.8bn 4 $3.8bn
37 Scott Capital Advisors, LLC Portland $1.1bn about 4main office $1.1bn
38 801 WEST CAPITAL MANAGEMENT, LLC hedge funds, futures · Lake Oswego $515.9m about 4main office $515.9m
39 PIPER SANDLER & CO. private equity, institutions, futures · Portland PIPER SANDLER & CO. · 2 related pages $1.3bn 3 $1.3bn
40 FOSTER & WOOD, INC. institutions · Lake Oswego $218.7m about 3main office $218.7m
41 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Portland RBC CAPITAL MARKETS, LLC, ENDEAVOUR CAPITAL · 23 related pages $590.8bn about 2main office $590.8bn
42 Voya Financial, Inc. hedge funds, private equity, structured credit, mutual funds and 4 more · Portland Voya Financial Advisors, Inc., VOYA INVESTMENT MANAGEMENT CO, VOYA INVESTMENT MANAGEMENT LLC · 8 related pages $274.9bn 2 $274.9bn
43 CALAMOS INVESTMENTS LLC mutual funds, futures, wealth · Portland Calamos Advisors LLC, Calamos Wealth Management LLC $43.9bn 2 $43.9bn
44 SageView Advisory Group, LLC institutions · Portland $37.5bn 2 $37.5bn
45 EFG International AG institutions, FCA fund manager, bank or insurer · Portland EFG Asset Management (North America) Corp. · 6 related pages $5.5bn about 2main office $5.5bn
46 Alera Investment Advisors, LLC institutions · Portland $5.3bn 2 $5.3bn
47 Simplicity Wealth,LLC Lake Oswego $4.3bn 2 $4.3bn
48 SORTIS FUND MANAGER, LLC private equity, real estate · Portland $202.0m about 2main office $202.0m
49 CGAM mutual funds, futures · Portland $26.8m 2 $26.8m
50 RED HILLS HOLDINGS, LLC real estate · Portland 2

97 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.