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Northwest Quadrant, LLC

● SEC registered since 2011CRD 158455SEC# 801-72636Bend, OR
Export (members)
Reg. AUM
$534M
Employees
6
Accounts
1,741
Location
Bend, OR

Northwest Quadrant, LLC assets under management

Northwest Quadrant, LLC is a registered investment adviser overseen by the SEC based in Bend, OR. The firm has been registered since 2011. It reports $534 million in regulatory assets under management and employs 6 people.
www.northwestquadrantwealth.comView on SEC.gov ↗

Northwest Quadrant, LLC owners & executives

2 reported
NameTitleOwnershipSince
Robert Josh Fenili ControlManaging Member25-50%2019
Tyler Coughlin Simones ControlManaging Member And Chief Compliance Officer50-75%2011

Frequently asked questions

How much does Northwest Quadrant, LLC manage?

Northwest Quadrant, LLC reports $534 million in regulatory assets under management on its Form ADV.

How many employees does Northwest Quadrant, LLC have?

Northwest Quadrant, LLC reports 6 employees.

Where is Northwest Quadrant, LLC located?

Northwest Quadrant, LLC is based in Bend, OR and has been SEC-registered since 2011.

Does Northwest Quadrant, LLC disclose fund performance?

Northwest Quadrant, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address650 SW Bond St., Suite 250, Bend, OR 97702
Phone541-388-9888
Fax(541) 388-3492
Office hours8:00a.m. To 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1697767
Discloses disciplinary historyNo

Assets under management

Discretionary$529.3M
Non-discretionary$4.6M
Total (RAUM)$534M