CRD: 306141
Laurelhurst Asset Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN YAO LIU
Chief Compliance Officer, Principal
- CRD
- #5293182
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,101,810 | $2,068,780 |
| Non-Discretionary | $0 | -- |
| Total | $118,101,810 | $2,068,780 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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