RIA Intelligence

THRESHOLD GROUP, LLC

CRD #129903 SEC #801-62712 SEATTLE, WA 206-748-3670
SEC Registered
Total AUM
$3.4B
Discretionary
$1.5B
Employees
53
Clients
26
Accounts
1,400

Firm Details

Organization Type
Limited Liability Company
State of Formation
Washington
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 30, 2017
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ALBAHARY, RONALD, GERARDICHIEF INVESTMENT OFFICERNA
ALBAHARY, RONALD, GERARDICHIEF INVESTMENT OFFICERNA
ALBAHARY, RONALD, GERARDICHIEF INVESTMENT OFFICERNA
ALBAHARY, RONALD, GERARDICHIEF INVESTMENT OFFICERNA
ALBAHARY, RONALD, GERARDICHIEF INVESTMENT OFFICERNA
ALBAHARY, RONALD, GERARDICHIEF INVESTMENT OFFICERNA
ALBAHARY, RONALD, GERARDICHIEF INVESTMENT OFFICERNA
ALBAHARY, RONALD, GERARDICHIEF INVESTMENT OFFICERNA
ALBAHARY, RONALD, GERARDICHIEF INVESTMENT OFFICERNA
ALBAHARY, RONALD, GERARDICHIEF INVESTMENT OFFICERNA
ALBAHARY, RONALD, GERARDICHIEF INVESTMENT OFFICERNA
ALBAHARY, RONALD, GERARDICHIEF INVESTMENT OFFICERNA
BRAZAS, ELIZABETH, KEENANICHIEF CLIENT SERVICE OFFICERNA Control
CANNING, JOHN, JOSEPHICHIEF COMPLIANCE OFFICERNA
CANNING, JOHN, JOSEPHICHIEF COMPLIANCE OFFICERNA
CANNING, JOHN, JOSEPHICHIEF COMPLIANCE OFFICERNA
CANNING, JOHN, JOSEPHICHIEF COMPLIANCE OFFICERNA
CANNING, JOHN, JOSEPHICHIEF COMPLIANCE OFFICERNA
CANNING, JOHN, JOSEPHICHIEF COMPLIANCE OFFICERNA
DOWNEY, DANEEN, ELIZABETHICHIEF COMPLIANCE OFFICERNA Control
EWASKO, JASON, MICHAELICHIEF COMPLIANCE OFFICERNA
EWASKO, JASON, MICHAELICHIEF COMPLIANCE OFFICERNA
EWASKO, JASON, MICHAELICHIEF COMPLIANCE OFFICERNA
EWASKO, JASON, MICHAELICHIEF COMPLIANCE OFFICERNA
EWASKO, JASON, MICHAELICHIEF COMPLIANCE OFFICERNA
EWASKO, JASON, MICHAELICHIEF COMPLIANCE OFFICERNA
JANE T. RUSSELL CREDIT TRUSTDEMEMBERNA
JANE T. RUSSELL CREDIT TRUSTDEMEMBERNA
JANE T. RUSSELL CREDIT TRUSTDEMEMBERNA
KARBOSKI, CHERYL, LYNNICHIEF COMPLIANCE OFFICERNA Control
KARBOSKI, CHERYL, LYNNICHIEF COMPLIANCE OFFICERNA Control
KARBOSKI, CHERYL, LYNNICHIEF COMPLIANCE OFFICERNA
KARBOSKI, CHERYL, LYNNICHIEF COMPLIANCE OFFICERNA Control
KARBOSKI, CHERYL, LYNNICHIEF COMPLIANCE OFFICERNA Control
KARBOSKI, CHERYL, LYNNICHIEF COMPLIANCE OFFICERNA Control
KARBOSKI, CHERYL, LYNNICHIEF COMPLIANCE OFFICERNA
KNOTT, JOSEPH, WILLIAMICHIEF RELATIONSHIP OFFICERNA Control
LAZAR, EDWARD, MATTHEWIPRESIDENTNA Control
LAZAR, EDWARD, MATTHEWIPRESIDENTNA Control
LAZAR, EDWARD, MATTHEWIPRESIDENTNA Control
LAZAR, EDWARD, MATTHEWIPRESIDENTNA Control
LAZAR, EDWARD, MATTHEWIPRESIDENTNA Control
LAZAR, EDWARD, MATTHEWIPRESIDENTNA Control
LAZAR, EDWARD, MATTHEWIPRESIDENTNA Control
LAZAR, EDWARD, MATTHEWIPRESIDENTNA Control
LAZAR, EDWARD, MATTHEWIPRESIDENTNA Control
LAZAR, EDWARD, MATTHEWIPRESIDENTNA Control
LAZAR, EDWARD, MATTHEWIPRESIDENTNA Control
LAZAR, EDWARD, MATTHEWIPRESIDENTNA Control
LAZAR, EDWARD, MATTHEWIPRESIDENTNA Control
LAZAR, EDWARD, MATTHEWIPRESIDENTNA Control
LAZAR, EDWARD, MATTHEWIPRESIDENTNA Control
LAZAR, EDWARD, MATTHEWIPRESIDENTNA Control
LAZAR, EDWARD, MATTHEWIPRESIDENTNA Control
LAZAR, EDWARD, MATTHEWIPRESIDENTNA Control
LAZAR, EDWARD, MATTHEWIPRESIDENTNA Control
LAZAR, EDWARD, MATTHEWIPRESIDENTNA Control
MORTON, JAMES, HAMILTONITRUSTEE, JANE T. RUSSELL CREDIT TRUSTNA
MORTON, JAMES, HAMILTONITRUSTEE, JANE T. RUSSELL CREDIT TRUSTNA
MORTON, JAMES, HAMILTONITRUSTEE, JANE T. RUSSELL CREDIT TRUSTNA
PLATT, PHILIP, THOMASIMANAGING DIRECTOR OF OPERATIONSNA
PLATT, PHILIP, THOMASIMANAGING DIRECTOR OF OPERATIONSNA
PLATT, PHILIP, THOMASIMANAGING DIRECTOR OF OPERATIONSNA
PLATT, PHILIP, THOMASIMANAGING DIRECTOR OF OPERATIONSNA
PLATT, PHILIP, THOMASIMANAGING DIRECTOR OF OPERATIONSNA
PLATT, PHILIP, THOMASIMANAGING DIRECTOR OF OPERATIONSNA
REEVES, CATHY, JOICHIEF OPERATING OFFICERNA Control
REEVES, CATHY, JOICHIEF OPERATING OFFICERNA Control
REEVES, CATHY, JOICHIEF OPERATING OFFICERNA Control
REEVES, CATHY, JOICHIEF OPERATING OFFICERNA
REEVES, CATHY, JOICHIEF OPERATING OFFICERNA Control
REEVES, CATHY, JOICHIEF OPERATING OFFICERNA Control
REEVES, CATHY, JOICHIEF OPERATING OFFICERNA Control
ROSENBERG, DAVID, ADAMICHIEF INVESTMENT OFFICERNA Control
ROSENBERG, DAVID, ADAMICHIEF INVESTMENT OFFICERNA Control
ROSENBERG, DAVID, ADAMICHIEF INVESTMENT OFFICERNA Control
ROSENBERG, DAVID, ADAMICHIEF INVESTMENT OFFICERNA Control
ROSENBERG, DAVID, ADAMICHIEF INVESTMENT OFFICERNA Control
RUSSELL, GEORGE, FORDIMEMBERNA Control
RUSSELL, GEORGE, FORDIMEMBERNA Control
RUSSELL, GEORGE, FORDIMEMBERNA Control
RT MANAGEMENT LLCDEMANAGING MEMBERE Control
RT MANAGEMENT LLCDEMANAGING MEMBERE Control
RT MANAGEMENT LLCDEMANAGING MEMBERE Control
RT MANAGEMENT LLCDEMANAGING MEMBERE Control
RT MANAGEMENT LLCDEMANAGING MEMBERE Control
RT MANAGEMENT LLCDEMANAGING MEMBERE Control
RT MANAGEMENT LLCDEMANAGING MEMBERE Control
RT MANAGEMENT LLCDEMANAGING MEMBERE Control
RT MANAGEMENT LLCDEMANAGING MEMBERE Control
RT MANAGEMENT LLCDEMANAGING MEMBERE Control
RT MANAGEMENT LLCDEMANAGING MEMBERE Control
RT MANAGEMENT LLCDEMANAGING MEMBERE Control
RT MANAGEMENT LLCDEMANAGING MEMBERE Control
RT MANAGEMENT LLCDEMANAGING MEMBERE Control
RT MANAGEMENT LLCDEMANAGING MEMBERE Control
2006 THRESHOLD RETURN OF CAPITAL TRUSTDEMEMBERD Control
2006 THRESHOLD RETURN OF CAPITAL TRUSTDEMEMBERD Control
2006 THRESHOLD RETURN OF CAPITAL TRUSTDEMEMBERD Control
LAZAR, EDWARD, MATTHEWITRUSTEE, 2006 THRESHOLD RETURN OF CAPITAL TRUSTD Control
LAZAR, EDWARD, MATTHEWITRUSTEE, 2006 THRESHOLD RETURN OF CAPITAL TRUSTD Control
LAZAR, EDWARD, MATTHEWITRUSTEE, 2006 THRESHOLD RETURN OF CAPITAL TRUSTD Control
MORTON, JAMES, HAMILTONITRUSTEE, 2006 THRESHOLD RETURN OF CAPITAL TRUSTD Control
MORTON, JAMES, HAMILTONITRUSTEE, 2006 THRESHOLD RETURN OF CAPITAL TRUSTD Control
MORTON, JAMES, HAMILTONITRUSTEE, 2006 THRESHOLD RETURN OF CAPITAL TRUSTD Control
CAVANAUGH, SARAH, JIMEMBERB Control
CAVANAUGH, SARAH, JANEIMEMBERB Control
CAVANAUGH, SARAH, JANEIMEMBERB Control
CAVANAUGH, SARAH, JANEIMEMBERB Control
RURIK, DION, RIMEMBERB Control
RURIK, DION, RUSSELLIMEMBERB Control
RURIK, DION, RUSSELLIMEMBERB Control
RURIK, DION, RUSSELLIMEMBERB Control
RUSSELL, ERIC, ARTHURIMEMBERB Control
RUSSELL, ERIC, ARTHURIMEMBERB Control
RUSSELL, ERIC, ARTHURIMEMBERB Control
RUSSELL, ERIC, ARTHURIMEMBERB Control
RUSSELL, GEORGE, FORDIMEMBERB Control
RUSSELL, GEORGE, FORDIMEMBERB Control
RUSSELL, GEORGE, FORDIMEMBERB Control
RUSSELL, GEORGE, FORDIMEMBERB Control
RUSSELL, RICHARD, FIMEMBERB Control
RUSSELL, RICHARD, FORDIMEMBERB Control
RUSSELL, RICHARD, FORDIMEMBERB Control
RUSSELL, RICHARD, FORDIMEMBERB Control
ASHBRIDGE INVESTMENT MANAGEMENT, LLCDEMEMBERA
ASHBRIDGE INVESTMENT MANAGEMENT, LLCDEMEMBERA
ASHBRIDGE INVESTMENT MANAGEMENT, LLCDEMEMBERA
ASHBRIDGE INVESTMENT MANAGEMENT, LLCDEMEMBERA
ASHBRIDGE INVESTMENT MANAGEMENT, LLCDEMEMBERA
ASHBRIDGE INVESTMENT MANAGEMENT, LLCDEMEMBERA
ASHBRIDGE INVESTMENT MANAGEMENT, LLCDEMEMBERA
ASHBRIDGE INVESTMENT MANAGEMENT, LLCDEMEMBERA
ASHBRIDGE INVESTMENT MANAGEMENT, LLCDEMEMBERA
CAVANAUGH, SARAH, JANEIMEMBERA Control
CAVANAUGH, SARAH, JANEIMEMBERA Control
CAVANAUGH, SARAH, JANEIMEMBERA Control
CAVANAUGH, TIMOTHY, PATRICKIMEMBERA Control
CAVANAUGH, TIMOTHY, PATRICKIMEMBERA Control
CAVANAUGH, TIMOTHY, PATRICKIMEMBERA Control
MORTON, JAMES, HAMILTONITRUSTEE, THE 1998 GEORGE F. RUSSELL, JR. FAMILY TRUSTA
MORTON, JAMES, HAMILTONITRUSTEE, THE 1998 GEORGE F. RUSSELL, JR. FAMILY TRUSTA
MORTON, JAMES, HAMILTONITRUSTEE, THE 1998 GEORGE F. RUSSELL, JR. FAMILY TRUSTA
RURIK, DION, RUSSELLIMEMBERA
RURIK, DION, RUSSELLIMEMBERA
RURIK, DION, RUSSELLIMEMBERA
RURIK, GREG, WILLIAMIMEMBERA
RURIK, GREG, WILLIAMIMEMBERA
RURIK, GREG, WILLIAMIMEMBERA
RUSSELL, ERIC, ARTHURIMEMBERA
RUSSELL, ERIC, ARTHURIMEMBERA
RUSSELL, ERIC, ARTHURIMEMBERA
RUSSELL, JILEEN, MARIEIMEMBERA
RUSSELL, JILEEN, MARIEIMEMBERA
RUSSELL, JILEEN, MARIEIMEMBERA
RUSSELL, MARSHA, JEANINEIMEMBERA
RUSSELL, MARSHA, JEANINEIMEMBERA
RUSSELL, MARSHA, JEANINEIMEMBERA
RUSSELL, RICHARD, FORDIMEMBERA
RUSSELL, RICHARD, FORDIMEMBERA
RUSSELL, RICHARD, FORDIMEMBERA
THE 1998 GEORGE F. RUSSELL, JR. FAMILY TRUSTDEMEMBERA
THE 1998 GEORGE F. RUSSELL, JR. FAMILY TRUSTDEMEMBERA
THE 1998 GEORGE F. RUSSELL, JR. FAMILY TRUSTDEMEMBERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
LAZAR, EDWARD, MATTHEWI2006 THRESHOLD RETURN OF CAPITAL TRUSTF Control
LAZAR, EDWARD, MATTHEWI2006 THRESHOLD RETURN OF CAPITAL TRUSTF Control
LAZAR, EDWARD, MATTHEWI2006 THRESHOLD RETURN OF CAPITAL TRUSTF Control
LAZAR, EDWARD, MATTHEWI2006 THRESHOLD RETURN OF CAPITAL TRUSTF Control
LAZAR, EDWARD, MATTHEWI2006 THRESHOLD RETURN OF CAPITAL TRUSTF Control
LAZAR, EDWARD, MATTHEWI2006 THRESHOLD RETURN OF CAPITAL TRUSTF Control
LAZAR, EDWARD, MATTHEWI2006 THRESHOLD RETURN OF CAPITAL TRUSTF Control
LAZAR, EDWARD, MATTHEWI2006 THRESHOLD RETURN OF CAPITAL TRUSTF Control
LAZAR, EDWARD, MATTHEWI2006 THRESHOLD RETURN OF CAPITAL TRUSTF Control
LAZAR, EDWARD, MATTHEWI2006 THRESHOLD RETURN OF CAPITAL TRUSTF Control
MORTON, JAMES, HAMILTONI2006 THRESHOLD RETURN OF CAPITAL TRUSTF Control
MORTON, JAMES, HAMILTONI2006 THRESHOLD RETURN OF CAPITAL TRUSTF Control
MORTON, JAMES, HAMILTONI2006 THRESHOLD RETURN OF CAPITAL TRUSTF Control
MORTON, JAMES, HAMILTONI2006 THRESHOLD RETURN OF CAPITAL TRUSTF Control
MORTON, JAMES, HAMILTONI2006 THRESHOLD RETURN OF CAPITAL TRUSTF Control
MORTON, JAMES, HAMILTONI2006 THRESHOLD RETURN OF CAPITAL TRUSTF Control
MORTON, JAMES, HAMILTONI2006 THRESHOLD RETURN OF CAPITAL TRUSTF Control
MORTON, JAMES, HAMILTONI2006 THRESHOLD RETURN OF CAPITAL TRUSTF Control
MORTON, JAMES, HAMILTONI2006 THRESHOLD RETURN OF CAPITAL TRUSTF Control
VARIOUS TRUSTS UNDER CHARLES B GRACEDEASHBRIDGE INVESTMENT MANAGEMENT, LLCE Control
VARIOUS TRUSTS UNDER CHARLES B GRACEDEASHBRIDGE INVESTMENT MANAGEMENT, LLCE Control
VARIOUS TRUSTS UNDER CHARLES B GRACEDEASHBRIDGE INVESTMENT MANAGEMENT, LLCE Control
VARIOUS TRUSTS UNDER CHARLES B GRACEDEASHBRIDGE INVESTMENT MANAGEMENT, LLCE Control
VARIOUS TRUSTS UNDER CHARLES B GRACEDEASHBRIDGE INVESTMENT MANAGEMENT, LLCE Control
VARIOUS TRUSTS UNDER CHARLES B GRACEDEASHBRIDGE INVESTMENT MANAGEMENT, LLCE Control
VARIOUS TRUSTS UNDER CHARLES B GRACEDEASHBRIDGE INVESTMENT MANAGEMENT, LLCE Control
VARIOUS TRUSTS UNDER CHARLES B GRACEDEASHBRIDGE INVESTMENT MANAGEMENT, LLCE Control
VARIOUS TRUSTS UNDER CHARLES B GRACEDEASHBRIDGE INVESTMENT MANAGEMENT, LLCE Control
2006 THRESHOLD RETURN OF CAPITAL TRUSTDERT MANAGEMENT, LLCD Control
2006 THRESHOLD RETURN OF CAPITAL TRUSTDERT MANAGEMENT, LLCD Control
2006 THRESHOLD RETURN OF CAPITAL TRUSTDERT MANAGEMENT, LLCD Control
2006 THRESHOLD RETURN OF CAPITAL TRUSTDERT MANAGEMENT, LLCD Control
2006 THRESHOLD RETURN OF CAPITAL TRUSTDERT MANAGEMENT, LLCD Control
2006 THRESHOLD RETURN OF CAPITAL TRUSTDERT MANAGEMENT, LLCD Control
2006 THRESHOLD RETURN OF CAPITAL TRUSTDERT MANAGEMENT, LLCD Control
2006 THRESHOLD RETURN OF CAPITAL TRUSTDERT MANAGEMENT, LLCD Control
2006 THRESHOLD RETURN OF CAPITAL TRUSTDERT MANAGEMENT, LLCD Control
2006 THRESHOLD RETURN OF CAPITAL TRUSTDERT MANAGEMENT, LLCD Control
2006 THRESHOLD RETURN OF CAPITAL TRUSTDERT MANAGEMENT, LLCD Control
2006 THRESHOLD RETURN OF CAPITAL TRUSTDERT MANAGEMENT, LLCD Control
2006 THRESHOLD RETURN OF CAPITAL TRUSTDERT MANAGEMENT, LLCD Control
2006 THRESHOLD RETURN OF CAPITAL TRUSTDERT MANAGEMENT, LLCD Control
2006 THRESHOLD RETURN OF CAPITAL TRUSTDERT MANAGEMENT, LLCD Control
GRACE III, EUGENE, GIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE III, EUGENE, GIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE III, EUGENE, GIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE III, EUGENE, GIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE III, EUGENE, GIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE III, EUGENE, GIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE III, EUGENE, GIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE III, EUGENE, GIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE III, EUGENE, GIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, CHARLES, BROWNIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, CHARLES, BROWNIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, CHARLES, BROWNIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, CHARLES, BROWNIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, CHARLES, BROWNIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, CHARLES, BROWNIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, CHARLES, BROWNIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, CHARLES, BROWNIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, CHARLES, BROWNIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, JAMES, BREWSTERIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, JAMES, BREWSTERIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, JAMES, BREWSTERIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, JAMES, BREWSTERIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, JAMES, BREWSTERIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, JAMES, BREWSTERIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, JAMES, BREWSTERIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, JAMES, BREWSTERIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, JAMES, BREWSTERIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, MICHAEL, DIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, MICHAEL, DIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, MICHAEL, DIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, MICHAEL, DIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, MICHAEL, DIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, MICHAEL, DIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, MICHAEL, DIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, MICHAEL, DIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control
GRACE, MICHAEL, DIVARIOUS TRUSTS UNDER CHARLES B GRACEC Control

Registrations

Federal

IA
Mar 30, 2017 REGISTERED

Notice Filings (15)

AZ CA CO FL LA MA MD MI NH NJ NY OR PA TX WA

Address

1415 WESTERN AVENUE
SUITE 600
SEATTLE, WA 98101
United States
Phone: 206-748-3670