Samara Investment Management, LLC
● SEC registered since 2025CRD 336178SEC# 801-132735Beaverton, OR
Reg. AUM
$123M
Employees
2
Accounts
247
Location
Beaverton, OR
Samara Investment Management, LLC assets under management
Samara Investment Management, LLC operates as an SEC-registered investment adviser based in Beaverton, OR. The firm has been registered since 2025. It reports $123 million in regulatory assets under management and employs 2 people.
Samara Investment Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Quinten Mauss Control | Cco | Under 5% | 2025 |
| Tasha Immacolata Mauss Control | Principal | Over 75% | 2021 |
Frequently asked questions
How much does Samara Investment Management, LLC manage?
Samara Investment Management, LLC reports $123 million in regulatory assets under management on its Form ADV.
How many employees does Samara Investment Management, LLC have?
Samara Investment Management, LLC reports 2 employees.
Where is Samara Investment Management, LLC located?
Samara Investment Management, LLC is based in Beaverton, OR and has been SEC-registered since 2025.
Does Samara Investment Management, LLC disclose fund performance?
Samara Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8625 SW Cascade Ave, Suite 506, Beaverton, OR 97008 |
| Phone | 888-397-8331 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$123M▲ 8%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$123Mregulatory AUM
Discretionary $123M