The DESCHUTES PORTFOLIO STRATEGY, LLC is a privately held investment adviser that advises $1.63Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. DESCHUTES PORTFOLIO STRATEGY, LLC is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 4.52% over the last 5-years.
The Group has been registered with the SEC for 15.7 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 15350 SW SEQUOIA PKWY SUITE 260, PORTLAND, OREGON. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 11 employees comprised of 10 investment and 1 non-investment staff. The total number of Employees increased by 22.22% over the last 5-years.
Their $1.63Bn in assets advised are owned by 2 private funds, 2 public funds and BDCs and 47 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $827.43mn or 50.66% of Total Assets and High Net Worth Individuals own $349.93mn or 21.43% of Total Assets.
The Group's top investment strategies include Multi Strat and FI/Credit - Diverse, representing 58.1% and 41.9% of total assets, respectively.
They advise 6 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
DESCHUTES PORTFOLIO STRATEGY, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.