CRD: 338939
Washington Park Capital Management, LLC
$359.5M Total AUM
$359.5M Disc. AUM
-- 3Y CAGR
3 Employees
194 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2025
- Office Locations
- 1
Office Locations
9755 SW Barnes RD Suite 620 Portland OR
About Washington Park Capital Management, LLC
Washington Park Capital Management, LLC is a Portland-based RIA. The firm has been operating for 0 years. Managing $359.5M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
48 AVG AGE
$119.8M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
0.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
L
LARRY NIEL FRAGER
PARTNER
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
M
Matthew Schaefer
PARTNER
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $359,458,316 | $1,133,938 |
| Non-Discretionary | $0 | -- |
| Total | $359,458,316 | $1,133,938 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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