WASHINGTON PARK CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- PORTLAND, Oregon
- CRD number
- 338939
- Registered since
- December 19, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.02%
- Individuals13.87%
- Corporations / Businesses1.11%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Washington Park Capital Management, LLC is a privately owned limited liability company that registered with the SEC in 2025 and provides fee-based portfolio management services. The firm serves both individual and family clients as well as institutional clients, with a stated advisory focus on portfolio management for individuals and small businesses. Its business model centers on discretionary management charged as a percentage of assets under management. The firm does not identify as an ESG investor, is not organized as a multistate adviser, and is not described as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities57%
- US Government Bonds32%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1MATTHEW SWENDIMAN
Chief Executive OfficerCRD 2849367
Contacts
3 of 3PAUL WITTMAN
Managing Director & Portfolio ManagerCRD 5453685
Matthew Schaefer
CRD 8191374
LARRY FRAGER
Portfolio ManagerCRD 4590020
Wealth 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
- 9755 SW Barnes Rd
- Time zone
- PT (UTC-8)
- Office locations
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