D. MATTERSDORFF LLC

D. MATTERSDORFF LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 134150). Regulatory assets under management: $61.9M.

Registration

• CRD: 134150
• Type: Registered investment adviser
• Location: 393 N. STATE STREET, LAKE OSWEGO, OR, 97034
• Phone: (510) 842-6060
• Latest filing: 2026-03-27
• Regulatory AUM: $61.9M
• Discretionary AUM: $61.9M
• Clients: 1
• Accounts: 57

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134150 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search