Overview
Assets Under Management: $359 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 97
Average Client Assets: $3.2 million
Frequently Asked Questions
WASHINGTON PARK CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #338939), WASHINGTON PARK CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WASHINGTON PARK CAPITAL MANAGEMENT, LLC is headquartered in PORTLAND, OR.
WASHINGTON PARK CAPITAL MANAGEMENT, LLC serves 97 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, WASHINGTON PARK CAPITAL MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
WASHINGTON PARK CAPITAL MANAGEMENT, LLC manages $359 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, WASHINGTON PARK CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.02%
Average Client Assets: $3.2 million
Total Client Accounts: 317
Discretionary Accounts: 317
Regulatory Filings
CRD Number: 338939
Filing ID: 2070068
Last Filing Date: 2026-03-11 11:37:53