Falists
← Back to search

MARQUAM CAPITAL

MARQUAM ASSET MANAGEMENT LLC

CRD 147782

Visit website

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

TypeClientsAUM
Individuals134$10.7M
High net worth individuals39$21.4M
Pooled investment vehicles1$3

All web addresses on file

Official SEC filing: View on IAPD