Northmarq Fund Management, LLC

RIASEC Registered
Total AUM
$541M
Discretionary
$534M
99% of AUM
Avg account
$67.7M
Accounts
8
Employees
18
Advisory reps
5

Firm details

Headquarters
Lake Oswego, Oregon
CRD number
150703
Registered since
September 4, 2009
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Northmarq Fund Management, LLC is an institutional registered investment adviser that has been SEC-registered since 2009. The firm operates as a limited liability company serving institutional clients, primarily through portfolio management for investment companies and for pooled investment vehicles. Its business model includes serving as a real estate broker and sponsor and acting as a general partner or managing member of pooled vehicles, indicating both advisory and sponsor/manager roles in real estate investment structures. Fee arrangements combine asset-based charges with performance-linked fees and other custom structures, reflecting a compensation model tied to both scale and outcomes. The firm is not positioned as a broad capital allocator; its activity centers on managing pooled products and investment-company mandates rather than direct capital deployment on behalf of a diversified advisory client roster. Northmarq does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth