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CRD 109590
EAGLE, ID
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| RICHARD ALLEN TEUTSCH | n/a | PORTLAND, OR | 20 | 31 | n/a | no |
| HOWARD RALPH TEUTSCH | n/a | BOISE, ID | 18 | 19 | 1 | no |
| Trevor Wayne Teutsch | n/a | EAGLE, ID | 3 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| TEUTSCH, HOWARD, RALPH | INVESTMENT MANAGER/CCO | E | yes | 10/2010 | Mar 14, 2012 | Mar 1, 2024 |
| TEUTSCH, RICHARD, ALLEN | INVESTMENT MANAGER | B | yes | 08/1996 | Jan 9, 2012 | Mar 1, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Portland | Or | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 6, 2026 | $346M | $346M | 6 | 3 | 1 | n/a | n/a |
| 2024 | Feb 19, 2025 | $298M | $298M | 6 | 3 | 1 | n/a | n/a |
| 2023 | Mar 1, 2024 | $265M | $265M | 6 | 3 | 1 | n/a | n/a |
| 2022 | Mar 6, 2023 | $227M | $227M | 5 | 2 | 1 | n/a | n/a |
| 2021 | Mar 10, 2022 | $263M | $263M | 5 | 2 | 1 | n/a | n/a |
| 2020 | Mar 31, 2021 | $235M | $235M | 5 | 2 | 1 | n/a | n/a |
| 2019 | Mar 26, 2020 | $199M | $198M | 5 | 2 | 1 | n/a | n/a |
| 2018 | Mar 30, 2019 | $180M | $178M | 6 | 2 | 1 | n/a | n/a |
| 2017 | Mar 23, 2018 | $178M | $178M | 3 | 2 | 1 | n/a | n/a |
| 2016 | Mar 24, 2017 | $151M | $151M | 5 | 2 | n/a | n/a | n/a |
| 2015 | Mar 18, 2016 | $131M | $131M | 5 | 2 | n/a | n/a | n/a |
| 2014 | Mar 24, 2015 | $141M | $141M | 4 | 2 | n/a | n/a | n/a |
| 2013 | Mar 20, 2014 | $125M | $125M | 4 | 2 | n/a | n/a | n/a |
| 2012 | Mar 20, 2013 | $99.5M | $99.3M | 4 | 2 | n/a | n/a | n/a |
| 2011 | Mar 13, 2012 | $91.2M | $91.2M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $346M | $298M | 16.0% | $227M | 15.0% | 6 | 6 | 1 | 1 |