NORTHMARQ FUND MANAGEMENT, LLC
Firm details
- Headquarters
- LAKE OSWEGO, Oregon
- CRD number
- 150703
- Registered since
- September 4, 2009
- Website
- www.northmarq.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Northmarq Fund Management, LLC is an SEC-registered investment adviser (since 2009) that manages pooled investment vehicles primarily for institutional clients. The firm operates as a limited liability company with ownership described as a mix of a domestic entity and an individual. Its advisory work focuses on portfolio management for pooled vehicles rather than one-off retail advisory relationships. Fee arrangements include a percentage-of-assets component alongside performance-based fees and other fee structures. Northmarq does not position itself as an ESG-focused investor, is not registered as a multi-state adviser, and does not list capital allocation or pension consulting as primary activities.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4RANCE GREGORY
President and CEOCRD 2758667
SHAWN POWER
Chief Financial OfficerCRD 7942616
MARCUS PARKER
Managing Director, Chief Compliance OfficerCRD 2860949
Contacts
1 of 1MURRAY MC QUEEN
Managing DirectorCRD 4104654
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAKE OSWEGO, OR
CLACKAMAS
Location
LAKE OSWEGO, OR
Headquartered in LAKE OSWEGO, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- CLACKAMAS
- Address
- 4949 Meadows Rd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
801 WEST CAPITAL MANAGEMENT, LLC
RIALAKE OSWEGO, OR
PACIFIC RIDGE CAPITAL PARTNERS, LLC
RIALAKE OSWEGO, OR
RETIREMENT CONSULTING GROUP, INC.
RIALAKE OSWEGO, OR
CWC ADVISORS, LLC
RIALAKE OSWEGO, OR
ALLIUM FINANCIAL ADVISORS, LLC
RIALAKE OSWEGO, OR
PANORAMIC CAPITAL PARTNERS LLC
RIALAKE OSWEGO, OR