Pure Portfolios Holdings LLC
CRD 311002SEC# 801-119674Lake Oswego, OR
No longer SEC-registered. Pure Portfolios Holdings LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$360.5M
Employees
6
Accounts
803
Location
Lake Oswego, OR
Pure Portfolios Holdings LLC assets under management
Pure Portfolios Holdings LLC operates as an SEC-registered investment adviser based in Lake Oswego, OR. It reports $360.5 million in regulatory assets under management and employs 6 people.
Pure Portfolios Holdings LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Colin Thomas Purcell Control | Cco | Under 5% | 2024 |
| Nikolaas Daby Schuurmans Control | Managing Member | 50-75% | 2020 |
| William Allen Weber Control | Managing Member | 25-50% | 2022 |
Frequently asked questions
How much does Pure Portfolios Holdings LLC manage?
Pure Portfolios Holdings LLC reports $360.5 million in regulatory assets under management on its Form ADV.
How many employees does Pure Portfolios Holdings LLC have?
Pure Portfolios Holdings LLC reports 6 employees.
Where is Pure Portfolios Holdings LLC located?
Pure Portfolios Holdings LLC is based in Lake Oswego, OR.
Does Pure Portfolios Holdings LLC disclose fund performance?
Pure Portfolios Holdings LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Centerpointe Drive, Suite 120, Lake Oswego, OR 97035 |
| Office hours | 8a.m. - 5p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$360.5MNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$360.5Mregulatory AUM
Discretionary $360.5M