RIA Intel›Advisers›Washington›NORTH FORTY MANAGEMENT, LLC

NORTH FORTY MANAGEMENT, LLC

Advisory

N·SEATTLE, WA

Data as of Mar 28, 2016 · Source: SEC Form ADV

Total AUM

$781M

1-Year AUM Growth

+2.4%

3-Year CAGR

+6.1%

Employees

2

Assets Under Management

Total AUM$781M

Discretionary AUM$695M

Non-Discretionary AUM$86M

Discretionary %89%

Total Clients—

Team

Total Employees2

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record8

First FilingFeb 15, 2012

Latest FilingMar 28, 2016

🔒 Full AUM trend chart and 8 historical filings spanning 4+ 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 NORTH FORTY MANAGEMENT, LLC

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