PURE PORTFOLIOS
PURE PORTFOLIOS HOLDINGS LLC Legal Name
Adviser information for PURE PORTFOLIOS last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Oregon, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 767 | $293.4M |
| Non-Discretionary | 0 | $0 |
| Total | 767 | $293.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 140 | $47.0M |
| HNW Individuals | 143 | $236.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 2 | $9.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-119674 |
|---|---|
| SEC ERA File Number | 801-119674 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 311002 |
| Legal Entity Identifier | None |
Principal Office
1 CENTERPOINTE DRIVESUITE 120
LAKE OSWEGO
OR
United States
Monday - Friday, 8AM - 5PM
Tel: 877-261-0015, Fax: None
Websites
Chief Compliance Officer
WILLIAM WEBER JR.
CFO, PARTNER
1 CENTERPOINTE DRIVE, STE 120
LAKE OSWEGO
OR
United States
Tel:
503-702-5727
T***@*****************M
(Full email address available in API data)
Regulatory Contact
COLIN PURCELL
COMPLIANCE OFFICER
1 CENTERPOINTE DRIVE, STE 120
LAKE OSWEGO
OR
United States
Tel:
5037444724
C****@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SCHUURMANS, NIKOLAAS, DABY | Individual | – | MANAGING MEMBER | 09/2020 | 50-75% |
| Weber, William, Allen | Individual | – | MANAGING MEMBER AND CCO | 09/2022 | 25-50% |