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Pure Portfolios Holdings LLC

CRD 311002SEC# 801-119674Lake Oswego, OR
Export (members)
No longer SEC-registered. Pure Portfolios Holdings LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$360.5M
Employees
6
Accounts
803
Location
Lake Oswego, OR

Pure Portfolios Holdings LLC assets under management

Pure Portfolios Holdings LLC operates as an SEC-registered investment adviser based in Lake Oswego, OR. It reports $360.5 million in regulatory assets under management and employs 6 people.
View on SEC.gov ↗

Pure Portfolios Holdings LLC owners & executives

3 reported
NameTitleOwnershipSince
Colin Thomas Purcell ControlCcoUnder 5%2024
Nikolaas Daby Schuurmans ControlManaging Member50-75%2020
William Allen Weber ControlManaging Member25-50%2022

Frequently asked questions

How much does Pure Portfolios Holdings LLC manage?

Pure Portfolios Holdings LLC reports $360.5 million in regulatory assets under management on its Form ADV.

How many employees does Pure Portfolios Holdings LLC have?

Pure Portfolios Holdings LLC reports 6 employees.

Where is Pure Portfolios Holdings LLC located?

Pure Portfolios Holdings LLC is based in Lake Oswego, OR.

Does Pure Portfolios Holdings LLC disclose fund performance?

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

Contact & registration

Address1 Centerpointe Drive, Suite 120, Lake Oswego, OR 97035
Office hours8a.m. - 5p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$360.5M
Non-discretionary$0
Total (RAUM)$360.5M