Northwest Quadrant, LLC
● SEC registered since 2011CRD 158455SEC# 801-72636Bend, OR
Reg. AUM
$579.7M
Employees
3
Accounts
1,771
Location
Bend, OR
Northwest Quadrant, LLC assets under management
Northwest Quadrant, LLC is a registered investment adviser overseen by the SEC based in Bend, OR. The firm has been registered since 2011. It reports $579.7 million in regulatory assets under management and employs 3 people.
Northwest Quadrant, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Josh Fenili Control | Managing Member | 25-50% | 2019 |
| Tyler Coughlin Simones Control | Managing Member And Chief Compliance Officer | 50-75% | 2011 |
Frequently asked questions
How much does Northwest Quadrant, LLC manage?
Northwest Quadrant, LLC reports $579.7 million in regulatory assets under management on its Form ADV.
How many employees does Northwest Quadrant, LLC have?
Northwest Quadrant, LLC reports 3 employees.
Where is Northwest Quadrant, LLC located?
Northwest Quadrant, LLC is based in Bend, OR and has been SEC-registered since 2011.
Does Northwest Quadrant, LLC disclose fund performance?
Northwest Quadrant, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 650 SW Bond St., Suite 250, Bend, OR 97702 |
| Phone | 541-388-9888 |
| Fax | (541) 388-3492 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1697767 |
| Discloses disciplinary history | No |
Regulatory AUM
$579.7M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$579.7Mregulatory AUM
Discretionary $574.9MNon-discretionary $4.8M