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Mengis Capital Management, Inc.

● SEC registered since 2001CRD 117127SEC# 801-60688Portland, OR
Export (members)
Reg. AUM
$899.1M
Employees
7
Accounts
688
Location
Portland, OR

Mengis Capital Management, Inc. assets under management

Mengis Capital Management, Inc. is a registered investment adviser overseen by the SEC based in Portland, OR. The firm has been registered since 2001. It reports $899.1 million in regulatory assets under management and employs 7 people.
www.mengiscapital.comView on SEC.gov ↗

Mengis Capital Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Cynthia Marie AschbacherChief Compliance Officer/Portfolio Mgr.Under 5%2007
Joseph Jeffrey Mengis ControlPresident/DirectorOver 75%2001
Michael David Patterson ControlShareholder/Research & Portfolio Mgr.10-25%2015

Frequently asked questions

How much does Mengis Capital Management, Inc. manage?

Mengis Capital Management, Inc. reports $899.1 million in regulatory assets under management on its Form ADV.

How many employees does Mengis Capital Management, Inc. have?

Mengis Capital Management, Inc. reports 7 employees.

Where is Mengis Capital Management, Inc. located?

Mengis Capital Management, Inc. is based in Portland, OR and has been SEC-registered since 2001.

Does Mengis Capital Management, Inc. disclose fund performance?

Mengis Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne SW Columbia, Suite 780, Portland, OR 97204
Phone503-916-0776
Fax503-916-0781
Office hours7:00a.m.-3:00p.m. Pst
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$856.1M
Non-discretionary$43M
Total (RAUM)$899.1M