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GLOBAL PARTNERSHIPS

Advisory

N·SEATTLE, WA

Data as of Sep 30, 2025 · Source: SEC Form ADV

Total AUM

$221M

1-Year AUM Growth

+3.5%

3-Year CAGR

-0.3%

Employees

25

Assets Under Management

Total AUM$221M

Discretionary AUM$221M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees25

Investment Advisers42

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record12

First FilingApr 11, 2019

Latest FilingSep 30, 2025

🔒 Full AUM trend chart and 12 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GLOBAL PARTNERSHIPS

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.