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MATISSE CAPITAL
DESCHUTES PORTFOLIO STRATEGY, LLC
CRD 155424 · SEC 801-72004
15350 SW SEQUOIA PKWY, SUITE 260, PORTLAND, OR, 97224, United States
Phone
503-210-3000
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.63B
Discretionary AUM
$848.1M
Team
11 total employees; 10 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 191 | $67.3M |
| High net worth individuals | 116 | $349.9M |
| Investment companies | 2 | $120.4M |
| Pooled investment vehicles | 2 | $37.6M |
| Pension/profit sharing plans | 37 | $827.4M |
| Charitable organizations | 10 | $165.0M |
States served
AZ, CA, ID, OR, WA
All web addresses on file
Official SEC filing: View on IAPD