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CRD 141153
PORTLAND, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| SHERYL LYNN OLSON | Chartered Financial Consultant | PORTLAND, OR | 19 | 35 | 2 | no |
| KRISTOPHER CHARLES MINK | n/a | PORTLAND, OR | Austin, TX | 19 | 31 | 1 | no |
| EMILY WALLACE ROSELLE | n/a | PORTLAND, OR | 17 | 19 | n/a | no |
| KARL WILLIAM HARROP | Certified Financial Planner | PORTLAND, OR | 14 | 24 | 4 | no |
| JOHN SPRING WOOLLEY | n/a | PORTLAND, OR | 10 | 33 | 1 | no |
| GENEVA GARCIA STEGEMOLLER | n/a | PORTLAND, OR | 7 | 24 | n/a | no |
| MICHAEL DEAN WALTERS | n/a | PORTLAND, OR | 5 | 26 | 3 | no |
| Nicole M Bryson | n/a | PORTLAND, OR | 4 | 12 | 1 | no |
| Garrett Michael Johnson | n/a | PORTLAND, OR | 4 | 17 | n/a | no |
| Samuel Joseph Detke | Certified Financial Planner | PORTLAND, OR | 4 | 13 | 3 | no |
| Robert William Noack | n/a | PORTLAND, OR | 3 | 42 | 4 | no |
| Carrie Thelise Maerz | n/a | PORTLAND, OR | 3 | 14 | 1 | no |
| Kyle David Hagmeier | n/a | PORTLAND, OR | 3 | 11 | n/a | no |
| Yu Wu | n/a | PORTLAND, OR | 3 | 10 | n/a | no |
| DEBRA JOANN PELLATI | Certified Financial Planner | PORTLAND, OR | 2 | 13 | 1 | no |
| STUART DONALD ROBERTSON | n/a | PORTLAND, OR | 1 | 13 | 1 | no |
| VIVIANA BIGOLIN | Certified Financial Planner | PORTLAND, OR | 1 | 13 | 3 | no |
| ERICA C SMILEY | n/a | PORTLAND, OR | 0 | 14 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Maerz, Carrie, Thelise | CHIEF COMPLIANCE OFFICER | Na | yes | 02/2023 | Mar 26, 2026 | Mar 26, 2026 |
| SHAFER, JACOB, ANDERS | CHIEF FINANCIAL OFFICER | Na | yes | 07/2006 | Mar 26, 2026 | Mar 26, 2026 |
| THE PARTNERS GROUP, LLC | Owner | E | yes | 01/2012 | Mar 26, 2026 | Mar 26, 2026 |
| WOOLLEY, JOHN, SPRING | MANAGING DIRECTOR OF WEALTH MANAGEMENT & PRESIDENT | Na | yes | 01/2019 | Mar 26, 2026 | Mar 26, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP, LLC. | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $2.2B | $1.4B | 21 | 13 | 0 | n/a | n/a |
| 2024 | Mar 25, 2025 | $2.0B | $1.0B | 19 | 13 | 0 | n/a | n/a |
| 2023 | Mar 27, 2024 | $1.7B | $814M | 20 | 8 | 0 | n/a | n/a |
| 2022 | Mar 21, 2023 | $1.3B | $561M | 18 | 7 | 0 | n/a | n/a |
| 2021 | Mar 2, 2022 | $1.3B | $274M | 15 | 6 | 0 | n/a | n/a |
| 2020 | Mar 15, 2021 | $1.1B | $194M | 17 | 7 | 0 | n/a | n/a |
| 2019 | Feb 20, 2020 | $926M | $158M | 14 | 8 | 0 | n/a | n/a |
| 2018 | Mar 19, 2019 | $533M | $131M | 23 | 14 | 1 | n/a | n/a |
| 2017 | Mar 30, 2018 | $522M | $119M | 22 | 13 | 1 | n/a | n/a |
| 2016 | Mar 31, 2017 | $404M | $77.3M | 14 | 13 | n/a | n/a | n/a |
| 2015 | Feb 19, 2016 | $335M | $21.3M | 16 | 16 | n/a | n/a | n/a |
| 2014 | Mar 11, 2015 | $232M | $0 | 15 | 15 | n/a | n/a | n/a |
| 2013 | Mar 10, 2014 | $183M | $0 | 15 | 15 | n/a | n/a | n/a |
| 2012 | Apr 2, 2013 | $65.7M | $0 | 11 | 11 | 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 | 3 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.2B | $2.0B | 12.9% | $1.3B | 18.8% | 21 | 19 | 0 | 0 |