CRD: 306141
Laurelhurst Asset Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-05-2021
- Office Locations
- 1
Office Locations
About Laurelhurst Asset Management LLC
Laurelhurst Asset Management is a Portland-based investment manager providing customized portfolios for individuals and families (including trustees and personal fiduciaries) and institutions such as family offices, nonprofits, and charitable foundations. The firm uses fundamental research, active security selection, and dynamic portfolio management across market cycles, emphasizing diversified exposures, income, and capital preservation. Led by a seasoned fiduciary with 20+ years’ experience; custody includes Schwab.
Reported data analysis
What the numbers show
Between July 13, 2020 and March 31, 2021, reported AUM decreased 15.2%, from $100.0M to $84.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 28 clients, or 28 clients per representative. That equates to $4.8M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on September 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JOHN YAO LIU
Chief Compliance Officer, Principal
- CRD
- #5293182
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $133,101,810 | $2,068,780 |
| Non-Discretionary | $0 | -- |
| Total | $133,101,810 | $2,068,780 |
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Separately Managed Accounts
SMA allocation detail is available
Laurelhurst Asset Management LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.