PPrivate Fund Data Log in Join · $37/mo

Soaring Investment Management, LLC

● SEC registered since 2026CRD 305273SEC# 801-135170Portland, OR
Export (members)
Reg. AUM
$111.5M
Employees
5
Accounts
460
Location
Portland, OR

Soaring Investment Management, LLC assets under management

Soaring Investment Management, LLC is an investment advisory firm registered with the SEC based in Portland, OR. The firm has been registered since 2026. It reports $111.5 million in regulatory assets under management and employs 5 people.

Soaring Investment Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Elisabeth Marie Mesquit ControlMember, Cco50-75%2019
Eric Glenn Imley ControlMember25-50%2025

Frequently asked questions

How much does Soaring Investment Management, LLC manage?

Soaring Investment Management, LLC reports $111.5 million in regulatory assets under management on its Form ADV.

How many employees does Soaring Investment Management, LLC have?

Soaring Investment Management, LLC reports 5 employees.

Where is Soaring Investment Management, LLC located?

Soaring Investment Management, LLC is based in Portland, OR and has been SEC-registered since 2026.

Does Soaring Investment Management, LLC disclose fund performance?

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

Contact & registration

Address9600 SW Barnes Rd, Ste 190, Portland, OR 97225
Phone(503) 433-7946
Fax(503) 773-2073
Office hoursBy Appointment
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$111.5M
Non-discretionary$0
Total (RAUM)$111.5M