Northmarq Fund Management, LLC
● SEC registered since 2009CRD 150703SEC# 801-70494Lake Oswego, OR
Reg. AUM
$541.3M
Employees
18
Accounts
8
Location
Lake Oswego, OR
Northmarq Fund Management, LLC assets under management
Northmarq Fund Management, LLC is a registered investment adviser overseen by the SEC based in Lake Oswego, OR. The firm has been registered since 2009. It reports $541.3 million in regulatory assets under management and employs 18 people.
Northmarq Fund Management, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Alan Weidell Control | Board Of Managers, Chairman | Under 5% | 2024 |
| Marcus Christian Parker Control | Chief Compliance Officer, Managing Director | Under 5% | 2009 |
| Murray MC Queen Control | Managing Director | Under 5% | 2024 |
| Northmarq Fm Holdings, LLC Control | Member | Over 75% | 2024 |
| Rance Stephen Gregory Control | President, Ceo | Under 5% | 2002 |
| Shawn Michael Power Control | Board Of Managers, Chief Financial Officer | Under 5% | 2024 |
| Northmarq Companies LLC Control | Member | Over 75% | 2002 |
| Pohlad Companies LLC Control | Member | Over 75% | 2024 |
| Pohlad Group, LLC Control | Member | Over 75% | 2022 |
| Pohlad Holdings, LLC Control | Member | Over 75% | 2023 |
Frequently asked questions
How much does Northmarq Fund Management, LLC manage?
Northmarq Fund Management, LLC reports $541.3 million in regulatory assets under management on its Form ADV.
How many employees does Northmarq Fund Management, LLC have?
Northmarq Fund Management, LLC reports 18 employees.
Where is Northmarq Fund Management, LLC located?
Northmarq Fund Management, LLC is based in Lake Oswego, OR and has been SEC-registered since 2009.
Does Northmarq Fund Management, LLC disclose fund performance?
Northmarq Fund Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4949 Meadows Road, Suite 490, Lake Oswego, OR 97035 |
| Phone | 503-952-0700 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$541.3M▲ 10%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,306 advisers
EmployeesTop 26%
More than 74% of 16,824 advisers
Assets under management
$541.3Mregulatory AUM
Discretionary $534.5MNon-discretionary $6.8M