Northmarq Fund Management, LLC
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Overview
Northmarq Fund Management, LLC is located at 4949 Meadows Road, Lake Oswego, OR. The firm employs 10 financial advisors to manage client portfolios and provide financial guidance. Northmarq Fund Management, LLC is not a registered broker-dealer.
Northmarq Fund Management, LLC oversees $505.2 million in assets under management across 4 accounts, all of which are discretionary. The services offered include portfolio management for pooled investment vehicles. The firm caters to pooled investment vehicles, with this type being the largest client type by accounts. The fee structure at Northmarq Fund Management, LLC includes asset-based, performance-based, and other fees. The firm maintains affiliations with a real estate broker or dealer.
Northmarq Fund Management, LLC is registered in the states of California, Delaware, Florida, Minnesota, Oregon, and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Northmarq Fund Management, LLC by the Numbers
$505.2 million
16
4
$126.3 million
Fee Structure
Fees for financial advisory services usually vary depending on which service is provided. Fees billed by Northmarq Fund Management, LLC may include some blend of the following fee structures: asset-based, performance-based, or other.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company provides services to pooled investment vehicles. Northmarq Fund Management, LLC's biggest client type by number of accounts is pooled investment vehicles.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Northmarq Fund Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Northmarq Fund Management, LLC
Lake Oswego, OR
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