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North Forty TWO & Co.

North Forty TWO & Co.. CRD 148417

North Forty TWO & Co. logo

CRD: 148417

North Forty TWO & Co.

Lake Oswego, OR, 97034
5034172970
northfortytwo.com
$167.9M Total AUM
$167.9M Disc. AUM
-- 3Y CAGR
2 Employees
74 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Zenith
Established Date
01-11-2011
Office Locations
1

Office Locations

525 3RD Street, Suite 200 Lake Oswego OR

About North Forty TWO & Co.

North Forty Two & Co. is a Lake Oswego, Oregon-based investment advisory serving retail clients, including entrepreneurs. The firm provides fiduciary investment management and financial planning, with an emphasis on asset allocation and portfolio construction using ETFs, mutual funds, and fixed income. Planning services include tax, estate, charitable giving, insurance, and business succession. Custody support includes Charles Schwab; the practice is founder-led with a stated fiduciary history since 1998.

Team overview

-- AVG AGE
$167.9M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
12.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Optima Beacon Beacon atlas

Client Personas

Prime vector

Custodian

Frontier Alpha Vertex Signal

Investment Themes

Prime glacier

Investment Vehicles

Vertex glacier Unison zenith Quantum

Platform

Eagle

Services

Element oak Beacon Delta vertex Vertex Alpha Value Pioneer

Technology

Matrix

Owner & Executives

W

WILLIAM LAWRENCE ROSS

Associate, Chief Investment Officer, FOUNDER, PRINCIPAL

CRD
#2177428
Ownership
75% or more
(698) 500-9779
quantum.matrix@focuscapital.com
in linkedin.com/in/optima-horizon
W

WHITNEY EAGLES DOW

Chief Compliance Officer, President

CRD
--
Ownership
Less than 5%
(533) 510-5889
crest.optima@fusioncapital.com
in linkedin.com/in/capital-radial

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-28-2022
11-03-2023
09-10-2024
02-26-2025
03-20-2026
Category Assets AVG. Account size
Discretionary $167,919,555 $638,477
Non-Discretionary $0 --
Total $167,919,555 $638,477

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Separately Managed Accounts

Total SMA Asset: $167,919,555

$167.9M Total SMA
Public Funds:
21.8%
Equity - Exchange:
28.8%
Cash:
19.0%
U.S. Government/Agency:
30.4%
Asset class Assets Assets %
Public Funds $1,183,263,949 21.8%
Equity - Exchange $1,563,211,089 28.8%
Cash $1,031,285,093 19.0%
U.S. Government/Agency $1,650,056,150 30.4%
Total $5,427,816,281 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
OAK OPTIMA PRIME LEGACY FOCUS IQ3TDP44W PAQ 1.08% $118,452,261
CAPITAL FRONTIER PEAK PRIME UDFZ8J4ER PGJJR 4.59% $63,742,910
MERIDIAN VECTOR SUMMIT CATALYST BJH6M8QJA TVC 2.63% $58,061,452
FUSION BEACON ZENITH EAGLE FTXDBY45V IFZWR 8.53% $86,629,008
LEGACY VITAL PRIME SUMMIT Y2A247IUA ZYRBJ 9.84% $6,483,291
CATALYST PIONEER WAVE ATLAS RIDGE OZQL7RSI4 LIIXF 8.21% $75,794,476
PRIME FRONTIER EAGLE VITAL E6JCOJJSA EEWQX 1.84% $70,929,936
SIGNAL FOUNDATION WAVE GLACIER NEYACY4JK HFLOI 8.40% $13,952,051

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