Government Portfolio Advisors LLC
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 170384
- Registered since
- February 18, 2014
- Website
- gpafixedincome.com
- Custodians
- PRINCIPAL SECURITIES, INC., U.S. BANK, N.A., ZIONS BANK
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- State / Municipal Government99.94%
- HNWI0.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Government Portfolio Advisors LLC is an institutional registered investment adviser formed as an LLC in 2014 that focuses on managing fixed‑income portfolios for institutional clients. The firm is owned by an individual and provides advisory services to both businesses/institutions and to individuals or small businesses, although its reported client base is institutional. It charges a mix of percentage of AUM, hourly, and fixed fees. The adviser is not an active ESG investor, is not registered as a multi‑state adviser, and does not describe itself as a pension consultant or related adviser. It does not act as a capital allocator in the sense of making direct private equity or venture commitments on behalf of clients.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds71%
- Private Funds14%
- Investment Grade Corp Bonds6%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portland, OR
Washington
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 6650 Sw Redwood Ln
- Time zone
- PT (UTC-8)
- Office locations
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