NORTHMARQ FUND MANAGEMENT, LLC

RIASEC RegisteredEst. 2009
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 Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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

3 of 4
  • RANCE GREGORY

    President and CEOCRD 2758667

  • SHAWN POWER

    Chief Financial OfficerCRD 7942616

  • MARCUS PARKER

    Managing Director, Chief Compliance OfficerCRD 2860949

Unlock 1 more executives

Contacts

1 of 1
  • MURRAY MC QUEEN

    Managing DirectorCRD 4104654

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth