DESCHUTES INVESTMENT CONSULTING, LLC
Adviser information for DESCHUTES INVESTMENT CONSULTING, LLC last updated from Form ADV on March 21st, 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 | 12 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 294 | $422.9M |
| Non-Discretionary | 79 | $1.7B |
| Total | 373 | $2.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 197 | $80.2M |
| HNW Individuals | 94 | $230.0M |
| 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 | 77 | $1.7B |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $6.7M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $112.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesCommissions |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-72021 |
|---|---|
| SEC ERA File Number | 801-72021 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 155312 |
| Legal Entity Identifier | None |
Principal Office
200 SW MARKET STREETSUITE 550
PORTLAND
OR
United States
Monday - Friday, 8:00AM TO 5:00PM
Tel: 503-224-3700, Fax: 503-548-2100
Chief Compliance Officer
MACGREGOR HALL
PRESIDENT
200 SW MARKET STREET, SUITE 550
PORTLAND
OR
United States
Tel:
503-223-2500
Fax:
503-548-2100
M**@**********************M
(Full email address available in API data)
Regulatory Contact
JOHN T. CARR
6650 SW REDWOOD LANE
SUITE 220
PORTLAND
OR
United States
Tel:
503-635-5244
J****@******************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 |
|---|---|---|---|---|---|
| HALL, MACGREGOR, BRUCE | Individual | – | OWNER/CHIEF COMPLIANCE OFFICER | 09/2010 | > 75% |