|
⚲
|
| Progressive Investment Management Corporation
✚
|
|
|---|---|
| CRD # | 107777 |
| SEC # | 801-32066 |
| CIK # | 0001353318 |
| AUM | $506.8 MM (2023-03-28) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 503-224-7828 |
| Address | 310 N State Street Lake Oswego, OR 97034 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Local Economies Income Fund LLC | [2012-03-28] | 5.1 | 6.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 25.5 |
| (b) Individuals (high net worth individuals) | 139 | 435.8 |
| (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 | 3 | 24.3 |
| (h) Charitable organizations | 6 | 21.1 |
| (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 | 459 | 506.8 |
| By Discretionary | ||
| Discretionary | 459 | 506.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 459 | 506.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 506.8 | |
| Total | 459 | 506.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Robert Baird | 12 | ||
| Leslie Christian | 3 | ||
| Carsten Henningsen | 1 | ||
| Portfolio 21 Investments Inc | 1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001353318] |
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|---|---|---|
|
Biechele Royce Advisors Inc
✚
|
IN | 0.6 |
|
Goalvest Advisory LLC
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NY | 0.3 |
|
Your Source Financial PLC
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AZ | 0.2 |
|
Prestige Wealthwide LLC
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UT | 0.2 |
|
Viden Arbor Capital LLC
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MI | 0.2 |
|
The Stone Creek Group LLC
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CO | 0.1 |
|
V Delima Investments Inc
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FL | 0.1 |
|
Omega Capital Management LLC
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|
NJ | 0.1 |
|
Sagent Wealth Management
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CA | 0.1 |
|
Millennial Advisers LLC
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NY | 0.0 |