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Building 2MATISSE CAPITAL

Map pinPORTLAND, OR
Phone503-210-3000
NotebookSEC #801-72004
Total AUM
$1.6B
Employees
11
Clients
359

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15350 SW SEQUOIA PKWY
SUITE 260
PORTLAND
OR 97224
United States
Operating Hours
7:30 AM TO 4 PM
Monday - Friday
Phone
503-210-3000

ReceiptFinancials

Total AUM
$1.6B
Accounts
769
Discretionary
$848.1M
Accounts
726
Non-Discretionary
$778.5M
Accounts
43

ContactClients

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Individual Clients
191
AUM
$67.3M
HNW Individual Clients
116
AUM
$349.9M
Investment Company Clients
2
AUM
$120.4M
Pooled Vehicle Clients
2
AUM
$37.6M
Pension/Profit Sharing Plan Clients
37
AUM
$827.4M
Charitable Organization Clients
10
AUM
$165M
Government Entity Clients
1
AUM
$58.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDORWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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