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SAMARA CAPITAL

SAMARA INVESTMENT MANAGEMENT, LLC

CRD 336178 · SEC 801-132735

Visit website

8625 SW CASCADE AVE, SUITE 506, BEAVERTON, OR, 97008, United States

Phone

888-397-8331

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$123.0M

Discretionary AUM

$123.0M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals68$40.0M
High net worth individuals21$77.0M
Charitable organizations1$133K
Corporations/business entities4$5.9M

States served

CA, OR, WA, TX, NH

All web addresses on file

Official SEC filing: View on IAPD