Northmarq Fund Management, LLC
Northmarq Fund Management, LLC is an SEC-registered ria in Lake Oswego, OR with $541.3M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Northmarq Fund Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150703, SEC 801-70494, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $541.3M (2026-03-30)
- Firm type
- Ria
- Location
- Lake Oswego, OR
- Employees
- 18
- Clients
- 8
- CRD
- 150703
- Ownership
- NORRIS, BEGGS & SIMPSON NORTHWEST LIMITED PARTNERSHIP; GRIGGS, KEN, JAMES; HERING, JOHN, BLAKE; ROBERTSON, LAURETTE, JAN; JOHNSON, CHRISTOPHER, LEE
How much AUM does Northmarq Fund Management, LLC have?
Northmarq Fund Management, LLC reported $541.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Northmarq Fund Management, LLC?
Disclosed owners and executives of Northmarq Fund Management, LLC include NORRIS, BEGGS & SIMPSON NORTHWEST LIMITED PARTNERSHIP, GRIGGS, KEN, JAMES, HERING, JOHN, BLAKE, ROBERTSON, LAURETTE, JAN, JOHNSON, CHRISTOPHER, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.