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DESCHUTES INVESTMENT CONSULTING, LLC

Business and Investment Profile

The DESCHUTES INVESTMENT CONSULTING, LLC is a privately held investment adviser that advises $2.89Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. DESCHUTES INVESTMENT CONSULTING, LLC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 128.11% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 15.58 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 200 SW MARKET STREET SUITE 550, PORTLAND, OREGON. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 14 employees comprised of 10 investment and 4 non-investment staff. The total number of Employees increased by 7.69% over the last 5-years.

Asset Profile

Their $2.89Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 90 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $2.21Bn or 76.4% of Total Assets and High Net Worth Individuals own $403.07mn or 13.96% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 4 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

DESCHUTES INVESTMENT CONSULTING, 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.

Full profile: DESCHUTES INVESTMENT CONSULTING, LLC

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Keywords: Deschutes Investment Consulting, Deschutes
Generated 2026-09-12T06:48:38.304904.  © 2026 Convergence.