# CONCENTRIC WEALTH ADVISORS LLC

CONCENTRIC WEALTH ADVISORS LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser.

## Registration

- CRD: 281979
- Type: SEC-registered investment adviser
- SEC file number: 801-106884
- Location: 16679 BOONES FERRY RD STE 115, LAKE OSWEGO, OR, 97035
- Phone: 503-343-7033
- Latest filing: 2017-09-01
- Regulatory AUM: $90.1M
- Discretionary AUM: $90.1M
- Clients: 3
- Accounts: 9

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| [THOMPSON SCOTT ALAN](https://search.stillhousedata.com/person/732117) | MANAGING MEMBER | — |
| [WOODRING DEANNE](https://search.stillhousedata.com/person/744918) | PRESIDENT AND PRINCIPAL | — |
| [ORTNER PAUL P MI ONLY](https://search.stillhousedata.com/person/775615) | PRESIDENT, CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER, CFO, MANAGING MEMBER; TRUSTEE | — |
| [WESTCOTT DAVID RAY](https://search.stillhousedata.com/person/820614) | CIO/CCO | — |


## Private funds (5)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| CM OPPORTUNISTIC FUND LP | Hedge Fund | — | 1 | $28.0M | $50K |
| TFC GLOBAL MASTER FUND, L.P. | Hedge Fund | — | 34 | $18.2M | $500K |
| STRONG REFUGE BALANCED FUND LLC | Hedge Fund | — | 2 | $4.9M | $50K |
| CONCENTRIC LONG-BIASED, L.P. | Hedge Fund | — | 9 | $4.8M | $1.0M |
| CONCENTRIC SHORT DURATION BOND FUND, LP | Hedge Fund | — | 4 | $357K | $500K |


## Fund service providers (2)

- administrator: ALPS FUND SERVICES, INC. — 2 funds
- administrator: UMB FUND SERVICES, INC. — 2 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281979/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281979/similar
- Related entities: https://search.stillhousedata.com/firm/281979/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281979

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.