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MARQUAM CAPITAL
MARQUAM ASSET MANAGEMENT LLC
CRD 147782
1515 SW 5TH AVE., SUITE 606, PORTLAND, OR, 97201-5449, United States
Phone
503-719-4681
Fax
503-719-4676
Registration
— (—)
Source
State registered
Total AUM
$41.2M
Discretionary AUM
$24.0M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 134 | $10.7M |
| High net worth individuals | 39 | $21.4M |
| Pooled investment vehicles | 1 | $3 |
All web addresses on file
Official SEC filing: View on IAPD