PONDEROSA INVESTMENT GROUP, LLC

PONDEROSA INVESTMENT GROUP, LLC is an SEC-registered investment adviser (CRD 143055). Regulatory assets under management: $17.1M.

Registration

• CRD: 143055
• Type: Registered investment adviser
• Phone: 503-286-0005
• Latest filing: 2026-03-27
• Regulatory AUM: $17.1M
• Discretionary AUM: $17.1M
• Non-discretionary AUM: $133
• Clients: 1
• Accounts: 74

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143055 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search