MARQUAM CAPITAL

MARQUAM CAPITAL of PORTLAND, OR is an SEC-registered investment adviser (CRD 147782). Regulatory assets under management: $41.2M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 147782
• Type: Registered investment adviser
• Location: 1515 SW 5TH AVE., SUITE 606, PORTLAND, OR, 97201-5449
• Phone: 503-719-4681
• Latest filing: 2026-03-19
• Regulatory AUM: $41.2M
• Discretionary AUM: $24.0M
• Non-discretionary AUM: $17.2M
• Clients: 3
• Accounts: 281

Business model

Compensation: % of AUM, Fixed.

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 147782 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search