GOVERNMENT PORTFOLIO ADVISORS LLC
Adviser information for GOVERNMENT PORTFOLIO ADVISORS LLC last updated from Form ADV on March 8th, 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 | 7 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| 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 | 14 | $1.8B |
| Non-Discretionary | 56 | $18.7B |
| Total | 70 | $20.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 6 | $85.3M |
| 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 | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 64 | $20.4B |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-79184 |
|---|---|
| SEC ERA File Number | 801-79184 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 170384 |
| Legal Entity Identifier | None |
Principal Office
6650 SW REDWOOD LANESUITE 365
PORTLAND
OR
United States
Monday - Friday, 6:00AM - 4:00PM
Tel: 503-248-9973, Fax: 971-266-8825
Websites
Chief Compliance Officer
DEANNE WOODRING
PRESIDENT
6650 SW REDWOOD LANE
SUITE 365
PORTLAND
OR
United States
Tel:
503-248-9973
Fax:
971-266-8825
D*****@*****************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 |
|---|---|---|---|---|---|
| WOODRING, DEANNE | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | 01/2014 | 50-75% |
| WESTCOTT, DAVID, RAY | Individual | – | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER & MANAGING MEMBER | 01/2014 | 25-50% |
| CLARK, MICHAEL, CRAIG | Individual | – | OWNER, DIRECTOR OF TRADING AND OPERATIONS | 09/2015 | 5-10% |
| HENKE, MITCHELL, BRADLEY | Individual | – | OWNER, CHIEF OPERATING AND STRATEGY OFFICER | 01/2024 | 10-25% |