Portfolio 21 Investments, Inc (Portland)

Name: Portfolio 21 Investments, Inc
Address: 5100 Sw Macadam Ave, Suite 160, Portland, OR, 97239
Telephone: 503-224-7828

Portfolio 21 Investments, Inc is a large advisory firm based in Portland. It manages $584.58 million of regulatory assets for 165 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Oregon, and Washington.

Portfolio 21 Investments provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Portfolio 21 Investments: assets under management

The assets under management (AUM) of Portfolio 21 Investments, Inc is $584.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $584.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.54 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Portfolio 21 Investments, Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Portfolio 21 Investments, Inc

John Henry Streur has been acting as President since 1 Jul 2012. James Terrence Madden has served as the Chief Investment Officer since 1 Jul 2012. Carsten Michael Henningsen joined the executive team most recently as the President, Chairman Of The Board, Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Carsten Michael Henningsen	Director, shareholder	1 Oct 1987	50% - 75%	1571524
Robert Miller Baird	Director, secretary, tres., chief operating officer, shareholder	1 Oct 1987	Other	1368406
Eric Douglas Frothingham	Shareholder	1 Nov 1989	Other	1704784
Leslie Ellayne Christian	Chief compliance officer, board chair, ceo, president	1 Oct 1995	Other	703407
Robert Miller Baird	Director, secretary, tres., chief operating officer, shareholder	1 Jan 2008	Other	1368406
Leslie Ellayne Christian	Chief compliance officer, board chair, ceo, president	1 Jun 2009	Other	703407
Carsten Michael Henningsen	Director, ceo, president, shareholder	1 Feb 2012	50% - 75%	1571524
Robert Miller Baird	Director, chief compliance officer, chief operating officer, secretary, treasurer, shareholder	1 Feb 2012	Other	1368406
John Henry Streur	Director, non-executive chairman	1 Feb 2012	Other	1251132
Carsten Michael Henningsen	Director, chairman of the board, shareholder	1 Jul 2012	50% - 75%	1571524
Robert Miller Baird	Director, chief compliance officer, secretary, treasurer, shareholder	1 Jul 2012	Other	1368406
John Henry Streur	President	1 Jul 2012	Other	1251132
James Terrence Madden	Chief investment officer	1 Jul 2012	Other	2930721
John Henry Streur	President,director	1 Nov 2013	Other	1251132
James Terrence Madden	Chief investment officer, director	1 Nov 2013	Other	2930721
Anthony Steven Tursich	Director	1 Nov 2013	Other	2636346
Emily Lethenstrom	Director	1 Nov 2013	Other	6317618
Beth Williamson	Director	1 Nov 2013	Other	6317623
Carsten Michael Henningsen	Ceo, chairman of the board, shareholder	1 Oct 2014	Other	1571524
John Henry Streur	Shareholder	1 Oct 2014	Other	1251132
Matthew William Patsky	President	1 Oct 2014	Other	1302140
Carsten Michael Henningsen	President, chairman of the board, shareholder	1 Dec 2014	Other	1571524
James Terrence Madden	Shareholder	1 Dec 2014	Other	2930721
Anthony Steven Tursich	Shareholder	1 Dec 2014	Other	2636346
Beth Williamson	Shareholder	1 Dec 2014	Other	6317623

Based in Portland

The principal office where Portfolio 21 Investments, Inc performs its advisory services is located at 5100 Sw Macadam Ave, Suite 160, Portland, OR 97239, which is also the mailing address of the firm. An additional office of the firm is in Madison, WI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-224-7828 or by fax 503-224-5633. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at www.portfolio21.com.