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CRD 150703
LAKE OSWEGO, 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 |
|---|---|---|---|---|---|---|
| MARCUS CHRISTIAN PARKER | Chartered Financial Analyst | LAKE OSWEGO, OR | 0 | 18 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| MORRISON STREET FUND II | Real Estate Fund | $28.5M | Mar 30, 2017 | 66 | Apr 2, 2012 | dropped | 021-85923 |
| MORRISON STREET FUND III | Real Estate Fund | $13.3M | Oct 10, 2016 | 85 | Apr 2, 2012 | dropped | 021-113612 |
| MORRISON STREET CMBS FUND I | Real Estate Fund | $10.7M | Apr 2, 2012 | 48 | Apr 2, 2012 | dropped | 021-132298 |
| MORRISON STREET DEBT FUND I | Real Estate Fund | $4.2M | Oct 10, 2016 | 2 | Apr 2, 2012 | dropped | 021-59112 |
| MORRISON STREET FUND I | Real Estate Fund | $857,061 | Mar 25, 2013 | 46 | Apr 2, 2012 | dropped | n/a |
| MORRISON STREET FUND IV | Real Estate Fund | $0 | Mar 29, 2019 | 99 | Apr 2, 2012 | dropped | 021-151878 |
| MORRISON STREET FUND V | Real Estate Fund | $0 | Mar 30, 2022 | 94 | Mar 26, 2015 | dropped | 021-1596777 |
| MORRISON STREET DEBT FUND II | Real Estate Fund | $0 | Mar 29, 2019 | 3 | Apr 2, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GREGORY, RANCE, STEPHEN | PRESIDENT, CEO | Na | yes | 10/2002 | Apr 2, 2012 | Jun 17, 2024 |
| MC QUEEN, MURRAY | MANAGING DIRECTOR | Na | yes | 05/2024 | Jun 17, 2024 | Jun 17, 2024 |
| NORRIS, BEGGS & SIMPSON COMPANIES LLC | Member | E | yes | 01/2015 | Mar 8, 2016 | Jun 17, 2024 |
| NORTHMARQ COMPANIES LLC | Member | E | yes | 12/2002 | Jun 17, 2024 | Jun 17, 2024 |
| NORTHMARQ FM HOLDINGS, LLC | Member | Na | yes | 05/2024 | Jun 17, 2024 | Jun 17, 2024 |
| PARKER, MARCUS, CHRISTIAN | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | Na | yes | 06/2009 | Apr 2, 2012 | Jun 17, 2024 |
| POHLAD COMPANIES LLC | Member | E | yes | 05/2024 | Jun 17, 2024 | Jun 17, 2024 |
| POHLAD GROUP, LLC | Member | E | yes | 01/2022 | Jun 17, 2024 | Jun 17, 2024 |
| POHLAD HOLDINGS, LLC | Member | E | yes | 05/2023 | Jun 17, 2024 | Jun 17, 2024 |
| POWER, SHAWN, MICHAEL | BOARD OF MANAGERS, CHIEF FINANCIAL OFFICER | Na | yes | 05/2024 | Jun 17, 2024 | Jun 17, 2024 |
| WEIDELL, JEFFREY, ALAN | BOARD OF MANAGERS, CHAIRMAN | Na | yes | 05/2024 | Jun 17, 2024 | Jun 17, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| MSC FUNDING VI, LLC | n/a | n/a | n/a | N | yes | n/a |
| MSC FUNDING VII, LLC | n/a | n/a | n/a | N | yes | n/a |
| MSDO FUNDING II, LLC | n/a | n/a | n/a | N | yes | n/a |
| MSIF FUNDING, LLC | n/a | n/a | n/a | N | yes | n/a |
| NORTHMARQ ADVISORY SERVICES, LLC | n/a | n/a | n/a | N | yes | n/a |
| NORTHMARQ COMMERCIAL, LLC | n/a | n/a | n/a | N | yes | n/a |
| NORTHMARQ MULTIFAMILY, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Bloomington | Mn | United States | 2 | no |
| NEW YORK | Nm | United States | 2 | no |
| LOS ANGELES | CA | United States | 1 | no |
| Jacksonville | FL | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $541M | $534M | 18 | 7 | 4 | n/a | n/a |
| 2024 | Mar 21, 2025 | $492M | $492M | 15 | 7 | 5 | n/a | n/a |
| 2023 | Mar 28, 2024 | $505M | $505M | 14 | 6 | 1 | n/a | n/a |
| 2022 | Mar 27, 2023 | $486M | $486M | 13 | 9 | 1 | n/a | n/a |
| 2021 | Mar 30, 2022 | $450M | $450M | 13 | 10 | 1 | 1 | $0 |
| 2020 | Mar 30, 2021 | $421M | $421M | 12 | 9 | 1 | 1 | $37.5M |
| 2019 | Mar 26, 2020 | $452M | $452M | 11 | 10 | 1 | 1 | $49.7M |
| 2018 | Mar 29, 2019 | $373M | $373M | 12 | 9 | 1 | 3 | $75.2M |
| 2017 | Mar 28, 2018 | $344M | $344M | 13 | 9 | 2 | 3 | $121M |
| 2016 | Mar 30, 2017 | $397M | $397M | 12 | 9 | n/a | 4 | $191M |
| 2015 | Mar 8, 2016 | $372M | $372M | 12 | 9 | n/a | 6 | $260M |
| 2014 | Mar 26, 2015 | $263M | $263M | 12 | 10 | n/a | 6 | $263M |
| 2013 | Mar 13, 2014 | $250M | $250M | 13 | 10 | n/a | 5 | $250M |
| 2012 | Mar 25, 2013 | $303M | $303M | 13 | 10 | n/a | 6 | $303M |
| 2011 | Apr 2, 2012 | $284M | $284M | n/a | n/a | n/a | 7 | $284M |
| 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 | $541M | $492M | 10.1% | $486M | 3.7% | 18 | 15 | 4 | 5 |