Northmarq Fund Management, LLC

RIASEC RegisteredEst. 2009
Total AUM
$541M
Discretionary
$534M
99% of AUM
Avg account
$67.7M
Accounts
8
Employees
18
Advisory reps
5

Firm details

Headquarters
Lake Oswego, Oregon
CRD number
150703
Registered since
September 4, 2009
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Northmarq Fund Management, LLC is an institutional registered investment adviser organized as an LLC and operating since 2009. The firm focuses on portfolio management for pooled investment vehicles and serves an institutional client base. Ownership is listed as a combination of a domestic entity and individual owners. Its fee model includes a percentage-of-assets component plus performance-based fees and other arrangements consistent with fund-style management. The firm is not identified as an active ESG investor and is not structured as a capital allocator. In its operating roles it functions as a real estate broker and sponsor and serves as a general partner/managing member of pooled investment vehicles, indicating direct involvement in originating and managing real estate investments.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Rance Gregory

    Rance Gregory

    President and CEOCRD 2758667

  • Shawn Power

    Chief Financial OfficerCRD 7942616

  • Marcus Parker

    Marcus Parker

    Managing Director, Chief Compliance OfficerCRD 2860949

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Contacts

1 of 1
  • Murray Mc Queen

    Managing DirectorCRD 4104654

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Lake Oswego, OR

Clackamas

Location

Lake Oswego, OR

Headquartered in Lake Oswego, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Clackamas
Address
4949 Meadows Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth