|
⚲
|
| Washington Park Capital Management LLC
✚
|
|
|---|---|
| CRD # | 338939 |
| SEC # | 801-134975 |
| CIK # | |
| AUM | $359.5 M (2026-03-11) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 503-222-9917 |
| Address | 9755 SW Barnes Rd Portland, OR 97225 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 49.8 |
| (b) Individuals (high net worth individuals) | 97 | 305.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 317 | 359.5 |
| By Discretionary | ||
| Discretionary | 317 | 359.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 317 | 359.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 359.5 | |
| Total | 317 | 359.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sierra Investment Management LLC
✚
|
CA | 0.4 |
|
Sonata Capital Group Inc
✚
|
WA | 0.4 |
|
Cascade Investment Advisors Inc
✚
|
OR | 0.4 |
|
Kessler Investment Group LLC
✚
|
IN | 0.4 |
|
Novak & Powell Financial Services Inc
✚
|
FL | 0.4 |
|
Lifeway Financial Corporation
✚
|
TX | 0.4 |
|
Bluestem Financial Advisors LLC
✚
|
IL | 0.4 |
|
Pillar Financial Advisors LLC
✚
|
KY | 0.4 |
|
Applied Capital LLC
✚
|
AR | 0.4 |
|
Montvue Capital Management Inc
✚
|
VA | 0.4 |