SELLWOOD CONSULTING LLC
Adviser information for SELLWOOD CONSULTING LLC last updated from Form ADV on March 27th, 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 | 15 |
|---|---|
| Investment Advisory/Research | 14 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 8 |
| 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 | 64 | $1.6B |
| Non-Discretionary | 0 | $0 |
| Total | 64 | $1.6B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 8 | $79.3M |
| 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 | 20 | $485.1M |
| Charitable organizations | 31 | $964.7M |
| 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 | 5 | $35.9M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 26 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)INVESTMENT CONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees% ASSETS UNDER ADVISEMENT |
Principal Office
6650 SW REDWOOD LANESUITE 370
PORTLAND
OR
United States
Monday - Friday, 8 AM TO 5 PM
Tel: (503) 596-2880, Fax: None
Chief Compliance Officer
ASHLEE DEVINA MOEHRING
MEMBER, CONSULTANT, PRINCIPAL
6650 SW REDWOOD LANE
SUITE 370
PORTLAND
OR
United States
Tel:
(503) 596-2880
A*************@*********************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 |
|---|---|---|---|---|---|
| HARVEY, RYAN, WADE | Individual | – | MEMBER, CONSULTANT, PRINCIPAL | 06/2012 | 10-25% |
| WAIBEL, CHARLES, JOSEPH | Individual | – | MANAGING MEMBER, CONSULTANT, MANAGING PRINCIPAL | 06/2012 | 10-25% |
| RAYMOND, KEVIN, ROTHWELL | Individual | – | MEMBER, CONSULTANT, PRINCIPAL | 06/2012 | 10-25% |
| MOEHRING, ASHLEE, DEVINA | Individual | – | MEMBER, CONSULTANT, PRINCIPAL, CHIEF COMPLIANCE OFFICER | 06/2012 | 10-25% |
| Woodward, Nicholas, Andrew | Individual | – | MEMBER, CONSULTANT, PRINCIPAL | 01/2019 | 5-10% |