LAURELHURST ASSET MANAGEMENT LLC

Overview

Laurelhurst Asset Management LLC is a small, SEC-registered investment adviser organized as an LLC that focuses on discretionary portfolio management for individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and operates with a clear equity preference: most client portfolios are built around exchange-traded equities. While Laurelhurst is not positioned as a capital allocator or multi-state institutional consultant, it does incorporate third‑party alternative managers into client portfolios, supplementing public market exposure with private-market and commodity strategies. The business model and client mix point to a high‑touch, bespoke advisory approach for a limited number of relatively large accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices