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| Northwest Quadrant LLC
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| CRD # | 158455 |
| SEC # | 801-72636 |
| CIK # | 0001697767 |
| AUM | 579.7 M (2026-03-17) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 541-388-9888 |
| Address | 650 SW Bond St Bend, OR 97702 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001697767 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.4 | ||
| Costco Wholesale Corp /NEW | 2.7 | ||
| Caterpillar Inc | 2.6 | ||
| Lilly Eli & Co | 2.3 | ||
| Alphabet Inc | 2.1 | ||
| Amazon Com Inc | 1.7 | ||
| Chevron Corp | 1.4 | ||
| Deere & Co | 1.3 | ||
| Johnson & Johnson | 1.1 | ||
| Microsoft Corp | 1.0 | ||
| Cummins Inc | 0.9 | ||
| Lockheed Martin Corp | 0.8 | ||
| Cisco Systems Inc | 0.7 | ||
| Mastercard Inc | 0.7 | ||
| Paccar Inc | 0.6 | ||
| Procter & Gamble Co | 0.6 | ||
| Alphabet Inc | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 668 | 145.3 |
| (b) Individuals (high net worth individuals) | 336 | 424.4 |
| (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 | 5.6 |
| (h) Charitable organizations | 5 | 0.6 |
| (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 | 5 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,771 | 579.7 |
| By Discretionary | ||
| Discretionary | 1,763 | 574.9 |
| Non-Discretionary | 8 | 4.8 |
| Total | 1,771 | 579.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 579.7 | |
| Total | 1,771 | 579.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001697767] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
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