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North Forty Two & Co.

● SEC registered since 2021CRD 148417SEC# 801-122226Lake Oswego, OR
Export (members)
Reg. AUM
$159.7M
Employees
2
Accounts
254
Location
Lake Oswego, OR

North Forty Two & Co. assets under management

North Forty Two & Co. is an investment advisory firm registered with the SEC based in Lake Oswego, OR. The firm has been registered since 2021. It reports $159.7 million in regulatory assets under management and employs 2 people.
twitter.com/northfortytwo?lang=enView on SEC.gov ↗

North Forty Two & Co. owners & executives

2 reported
NameTitleOwnershipSince
Whitney Eagles Dow ControlPresident/Chief Compliance OfficerUnder 5%2016
William Lawrence Ross ControlFounder/Principal/Chief Investment OfficerOver 75%1997

Frequently asked questions

How much does North Forty Two & Co. manage?

North Forty Two & Co. reports $159.7 million in regulatory assets under management on its Form ADV.

How many employees does North Forty Two & Co. have?

North Forty Two & Co. reports 2 employees.

Where is North Forty Two & Co. located?

North Forty Two & Co. is based in Lake Oswego, OR and has been SEC-registered since 2021.

Does North Forty Two & Co. disclose fund performance?

North Forty Two & Co. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address525 3rd Street, Suite 200, Lake Oswego, OR 97034
Phone503-417-2970
Fax503-417-4224
Office hours9:00a.m. To 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$159.7M
Non-discretionary$0
Total (RAUM)$159.7M