SAMARA INVESTMENT MANAGEMENT, LLC

SAMARA INVESTMENT MANAGEMENT, LLC of BEAVERTON, OR is an SEC-registered investment adviser (CRD 336178). Regulatory assets under management: $123.0M.

Registration

• CRD: 336178
• SEC file number: 801-132735
• Type: Registered investment adviser
• Location: 8625 SW CASCADE AVE, SUITE 506, BEAVERTON, OR, 97008
• Phone: 888-397-8331
• Latest filing: 2026-03-25
• Regulatory AUM: $123.0M
• Discretionary AUM: $123.0M
• Clients: 2
• Accounts: 247

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336178 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search