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| Happy Holidays!! thanks for using AUM13F!! |
| Deschutes Investment Consulting LLC
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|---|---|
| CRD # | 155312 |
| SEC # | 801-72021 |
| CIK # | |
| AUM | $2.5 B (2025-02-26) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 503-224-3700 |
| Address | 200 SW Market Street Portland, OR 97201 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 171 | 0.1 |
| (b) Individuals (high net worth individuals) | 86 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 77 | 2.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 340 | 2.5 |
| By Discretionary | ||
| Discretionary | 262 | 0.5 |
| Non-Discretionary | 78 | 2.0 |
| Total | 340 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 340 | 2.5 |
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|---|---|---|
|
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✚
|
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|
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|
Grove Point Advisors LLC
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|
Equity Services Inc
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VT | 2.5 |
|
Regal Investment Advisors LLC
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|
MI | 2.4 |
|
Faircourt Partners LLC
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|
IL | 2.4 |
|
Integrity Alliance LLC
✚
|
IA | 2.4 |