DFX Intelligence

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C•••••• F••••• O•••••• I•••

Outsourced family office providerNot hand-verified in 180 days· Beaverton, OR

Outsourced family office provider, based in Beaverton, OR.

Composed from this office's classification, location and record.

As of 2026-09-23 · the latest observation of this office; filed figures carry their own filing dates

Regulatory AUM: $136M
Last deployment: Jul 2026

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Mandate

As of 2026-09-23 · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 20 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 80% · 138 observations · 4 sourcesShow

Outsourced family office providerNot yet hand-verified4 people · 0 investments · 46 public positions · 23 events

Why this class: the office describes itself as a outsourced family office (cited).

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Profile completeness 56% (low value, low value deep; the most valuable missing fact is direct investments)

identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness

Overview

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Classification: Outsourced family office provider
Description: ••• Locked
Headquarters: Beaverton, OR
Office address: ••• Locked
Business phone: ••• Locked
Website: c•••••••••.com
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. 13F disclosed value $94.7M. Regulatory AUM $136M. These are different facts and are never added together.
Regulatory AUM (Form ADV): $136M as of Mar 25, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since Jan 26, 2021 · 2 employeesFact
Client mix (Form ADV 5.D): Individuals: 79 ($44.0M); High net worth individuals: 45 ($92.1M)Fact
Form 13F: $94.7M across 46 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact

Classification history

Sep 20, 2026Outsourced family office provider 80%the office describes itself as a outsourced family office (cited)Fact
Sep 12, 2026Multi-family office 75%registered adviser named as a family office serving many clients: a multi-family office by constructionInference

Team

4 people, decision makers firstshow

Person	Title	Responsibility	Business contact	Source
E•••• G••• N••••••	Managing Partner & Chief Compliance Officer	Leadership	email: ••• Locked (verified by provider, Sep 12, 2026)	reports.adviserinfo.sec.gov Fact
M••• D•••• N••••••	President	Leadership	email: ••• Locked (verified by provider, Sep 12, 2026)	reports.adviserinfo.sec.gov Fact
E•••• G• N••••••	CCO	Operations and finance	phone: ••• Locked (published by the subject, Oct 29, 2024)	sec.gov Fact
E•••• N••••••	CCO	Operations and finance	phone: ••• Locked (published by the subject, Jul 31, 2026)	sec.gov Fact

Office contact points

Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov

Office address: ••• Locked (published by the subject) sec.gov

W••••••: ••• Locked (published by the subject) c•••••••••.com

Signals and timeline

3show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.

Mar 31, 2025Public book diversified••• LockedPublic marketsFactsec.gov
Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov
Sep 20, 2026Classification changed••• Lockedc•••••••••Factno URL

Investment mandate

show

••• Locked

Stated (their words, cited)

No cited statement of mandate on the record.

Observed (from the investment record)

No investments on the record yet, so nothing is observed.

Inferred (regulatory shape and team)

Public equity book: $84.7M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only

Invests directly: unknown
Allocates to managers: unknown
Asset classes: unknown
Sectors: unknown
Geography: unknown
Check size: unknown

Direct investments

show

No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.

Fund and manager relationships

show

No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.

Public stakes and holdings

40 positionsshow

Form 13F holdings

Top 40 positions of 46 for the quarter ended Jun 30, 2026; $94.6M shown of $94.7M reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
V••••••• I•••• F••	TOTAL STK MKT	$48.4M	130,889	51.2%
S••••• S••••• S••• T•	ST STR TECHN ETF	$6.9M	36,094	7.3%
I•••••• T•	RUSSELL 2000 ETF	$6.4M	21,447	6.8%
I•••••• T•	CORE S&P SCP ETF	$5.3M	35,835	5.6%
A•••• I••	COM	$3.6M	12,385	3.8%
E•• L•••• • C•	COM	$2.5M	2,060	2.6%
S••••• S••••• S••• T•	ST STR INDL ETF	$2.2M	11,825	2.3%
M•••••••• C•••	COM	$2.1M	5,610	2.2%
B•••••••• H••••••• I•• D••	CL B NEW	$2.0M	3,984	2.1%
S••••• S••••• S••• T•	ST STR FINL ETF	$1.6M	29,586	1.7%

All 40 positionslargest value first

Issuer	Class	Value	Shares	Weight
S••••• S••••• S••• T•	ST STR DISCR ETF	$1.6M	13,449	1.7%
S••••• S••••• S••• T•	ST STR SVC ETF	$1.5M	14,097	1.6%
N••• I••	CL B	$1.4M	32,966	1.4%
I•••••• T•	IBOXX INV CP ETF	$1.3M	11,701	1.3%
A••••• C•• I••	COM	$1.1M	4,450	1.1%
D••• T••••••••• I••	CL C	$996,241	2,309	1.1%
C••••••••• I••	COM	$872,153	819	0.9%
A••••••• I••	CAP STK CL C	$850,547	2,407	0.9%
J••••••• C•••• • C•	COM	$829,782	2,535	0.9%
M••• P•••••••• I••	CL A	$535,126	950	0.6%
I•••• C•••	COM	$523,752	3,751	0.6%
I•••••• E••••••• T••••• F• T•	S&P500 EQL WGT	$461,498	2,169	0.5%
A•••• I••	COM	$420,059	1,160	0.4%
I•••••• T•	0-3 MTH TREASURY	$244,254	2,426	0.3%
D•••• S••••••• G•••• I••	COM	$163,076	719	0.2%
V••••••• I•••• F••	VALUE ETF	$155,754	715	0.2%
V••••••• W•••• F•	ESG US STK ETF	$126,421	956	0.1%
T•••• I••	COM	$111,459	265	0.1%
A•••• I••	COM	$97,083	828	0.1%
S••••• S••••• S••• T•	ST STR CARE ETF	$84,453	532	0.1%
D••••• W••• C•	COM	$76,808	798	0.1%
H••• D•••• I••	COM	$64,540	183	0.1%
U• B••••••	COM NEW	$53,394	884	0.1%
E•••• M•••• C•••	COM	$50,313	368	0.1%
A••• I••	COM	$39,599	1,913	0.0%
I•••••• T•	ESG AWARE MSCI	$32,999	590	0.0%
S••••• S••••• S••• T•	ST STR STAPL ETF	$22,323	269	0.0%
I•••••• T•	US CONSM STAPLES	$21,580	297	0.0%
I•••••• T•	ESG MSCI LEADR	$20,578	155	0.0%
N••••• C•••••••••	COM	$14,006	70	0.0%

Changes between the last two quarters

Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov
Dec 31, 2025 ••• Locked sec.gov
Dec 31, 2025 ••• Locked sec.gov
Mar 31, 2025 ••• Locked sec.gov

All 10 changes

Mar 31, 2025 ••• Locked sec.gov
Mar 31, 2025 ••• Locked sec.gov
Mar 31, 2025 ••• Locked sec.gov
Mar 31, 2025 ••• Locked sec.gov
Mar 31, 2025 ••• Locked sec.gov

Real estate

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No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.

Co-investors

show

No co-investor on the record.

Independent sponsor relationships

show

No cited relationship to an independent sponsor.

Related entities

2show

Sources and evidence

138show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 138 shown.

Score components

Freshness

+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)

Contactability

+30 n•••• d••••••••• (••• Locked)

+20 v••••••• b••••••• e••••• (2)

+20 v••••••• b••••••• p••••• (3)

+10 o••••• a••••••

Data confidence

+10 w••••••

+10 d•••••••••

+10 p•••••

+5 p••••• h•••••••

+10 r••••••••• r•••••

+20 i••••••••• s•••••• (4 sources)

Active deployment

no components; scored 0

Exists confidence

+50 r••••••••• i••••••••• •••• C•• o• E•••

+20 w••••••

+30 i••••••••• s•••••• (4 sources)

Research priority

+11 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($136,089,945)

+0 r••• (1886)

Mandate confidence

no components; scored 0

Identity confidence

+80 c••••••••• (••• Locked)

Real estate propensity

no components; scored 0

Co investment propensity

no components; scored 0

Family identity confidence

no components; scored 0

Private markets propensity

no components; scored 0

Current activity confidence

+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••

+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)

External manager propensity

no components; scored 0

Direct investment propensity

no components; scored 0

Independent sponsor propensity

no components; scored 0

View all 138 observations

Fact	Value	Effective	Source	Class
Form ADV firm type	RIA	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Latest Form ADV filing	2026-03-25	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	C•••••• F••••• O•••••• I•••	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	C•••••• F••••• O•••••• I•••	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	C•••••• F••••• O•••••• I•••	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	C•••••• F••••• O•••••• I•••	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Advisory services (Form ADV 5.G)	Financial planning, portfolio management individuals, pension consulting	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV status	Approved	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
SEC status effective	2021-01-26	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	1	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	1	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	1	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	1	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Business phone	••• Locked	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
High net worth clients	45	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Client mix (Form ADV 5.D)	Individuals: clients: 79; RAUM usd: 43,957,804; Fewer than 5: no; High net worth individuals: clients: 45; RAUM usd: 92,132,141; Fewer than 5: no	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Description	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Description	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Description	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Description	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Description	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Description	••• Locked	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Edgar entity type	other	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Edgar forms	13F-HR,13F-HR/A,N-PX	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Employees	2	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Filing address	••• Locked	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-06-30	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-03-31	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-12-31	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-09-30	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-06-30	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-03-31	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-12-31	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-09-30	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-06-30	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-03-31	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	46	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	48	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	48	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	47	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	48	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	48	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	17	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	18	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	15	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	15	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$94.7M	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$84.7M	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$84.7M	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$82.4M	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$76.7M	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$70.7M	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$74.9M	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$80.7M	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$74.8M	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$77.3M	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Beaverton, OR	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Beaverton, OR	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Beaverton, OR	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Headquarters	Beaverton, OR	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Beaverton, OR	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Beaverton, OR	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Beaverton, OR	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Beaverton, OR	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Beaverton, OR	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Beaverton, OR	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Beaverton, OR	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Legal form	Corporation	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office address	••• Locked	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office type (stated)	Outsourced family office	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Office type (stated)	Outsourced family office	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Office type (stated)	Outsourced family office	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Private funds advised	0	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private fund gross assets	$0	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Accounts (Form ADV)	462	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
HNW client assets (Form ADV)	$92.1M	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Regulatory AUM (Form ADV)	$136M	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Schedule a rows	2	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov	Fact
Website	••• Locked	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Website read	site-fo-3	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website read	site-fo-3	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website read	site-fo-3	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website read	site-fo-3	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website read	site-fo-3	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website title	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website title	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website title	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website title	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website title	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website title	••• Locked	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact

Not yet on record: direct investments, decision makers.