The ALLIUM FINANCIAL ADVISORS is a privately held investment adviser that advises $793.04mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. ALLIUM FINANCIAL ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 104.28% over the last 5-years.
The Group has been registered with the SEC for 9.21 years and is comprised of 2 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 310 N STATE STREET SUITE 208, LAKE OSWEGO, OREGON. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 13 employees comprised of 4 investment and 9 non-investment staff. The total number of Employees increased by 85.71% over the last 5-years.
Their $793.04mn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 11 other accounts. Assets of High Net Worth Individuals clients own $668.26mn or 84.27% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $59.53mn or 7.51% of Total Assets.
The Group's top investment strategies include Fund of Funds and Long/Short Equity, representing 100% and 0% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 2 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.
ALLIUM FINANCIAL ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.