Financial Investment Team Inc

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Assets, Funds, Holdings

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Financial Investment Team Inc
CRD #145724
SEC #801-114111
CIK #0000318833, 0001845163
AUM $186.4 M (2025-03-20)
Employees 5 (100% Investors, 80% Brokers)
Phone503-906-5205
Address15350 SW Sequoia Pkwy
Portland, OR 97224
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
190152114763802011201620212026
Sector Form 13F Holdings Value ($M)
World Currency Gold Trust 5.8
Apple Inc 0.7
Costco Wholesale Corp /NEW 0.5
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
2502001501005002023202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 490 101.5
(b) Individuals (high net worth individuals) 41 84.9
(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 0 0.0
(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 0.0
(n) Other 0 0.0
Total 855 186.4
By Discretionary
Discretionary 855 186.4
Non-Discretionary 0 0.0
Total 855 186.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 186.4
Total 855 186.4
EDGAR Form CIK 2011 - 2025
10-K [0000318833]
10-Q [0000318833]
3 [0000318833]
4 [0000318833]
5 [0000318833]
8-K [0000318833]
SC 13D [0000318833]
SC 13G [0000318833]
13F-HR [0001845163]
Form 13D/13G Filer Form 13D/13G Subject Filed
Barclays PLC Team Inc [2025-02-14]
Owl Creek Asset Management LP Team Inc [2022-02-10]
Corre Partners Management LLC Team Inc [2021-11-03]
Iron Park Capital Partners LP Team Inc [2021-02-16]
GASC APF LP Team Inc [2021-02-16]
Corre Partners Management LLC Team Inc [2021-02-11]
BlackRock Inc Team Inc [2021-01-25]
Aristotle Capital Boston LLC Team Inc [2020-02-14]
Price T Rowe Associates Inc /MD/ Team Inc [2019-02-14]
Franklin Mutual Advisers LLC Team Inc [2019-01-30]
View All
Form 3/4/5 Subject 2011 - 2025
Team Inc
McGinnis Pamela J.
Haight Nelson M
Corre Partners Management, LLC
Corre Opportunities Qualified Master Fund, LP
Corre Horizon Fund LP
Corre Horizon II Fund, LP
Lederman Evan S.
Webster James C.
Acosta Matthew E
View All
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