RIA Intelligence

NORTH FORTY TWO & CO.

CRD #148417 SEC #801-122226 LAKE OSWEGO, OR 503-417-2970
SEC Registered
Total AUM
$159.7M
Discretionary
$159.7M
Employees
2
Clients
51
Accounts
254

Firm Details

Organization Type
Corporation
State of Formation
Oregon
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 27, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DOW, WHITNEY, EAGLESIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
DOW, WHITNEY, EAGLESIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
DOW, WHITNEY, EAGLESIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
DOW, WHITNEY, EAGLESIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
DOW, WHITNEY, EAGLESIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
DOW, WHITNEY, EAGLESIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
DOW, WHITNEY, EAGLESIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
DOW, WHITNEY, EAGLESIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
ROSS, WILLIAM, LAWRENCEIFOUNDER/PRINCIPAL/CHIEF INVESTMENT OFFICERE Control
ROSS, WILLIAM, LAWRENCEIFOUNDER/PRINCIPAL/CHIEF INVESTMENT OFFICERE Control
ROSS, WILLIAM, LAWRENCEIFOUNDER/PRINCIPAL/CHIEF INVESTMENT OFFICERE Control
ROSS, WILLIAM, LAWRENCEIFOUNDER/PRINCIPAL/CHIEF INVESTMENT OFFICERE Control
ROSS, WILLIAM, LAWRENCEIFOUNDER/PRINCIPAL/CHIEF INVESTMENT OFFICERE Control
ROSS, WILLIAM, LAWRENCEIFOUNDER/PRINCIPAL/CHIEF INVESTMENT OFFICERE Control
ROSS, WILLIAM, LAWRENCEIFOUNDER/PRINCIPAL/CHIEF INVESTMENT OFFICERE Control
ROSS, WILLIAM, LAWRENCEIFOUNDER/PRINCIPAL/CHIEF INVESTMENT OFFICERE Control

Registrations

Federal

IA
Feb 27, 2025 REGISTERED

Notice Filings (2)

NH OR

Address

525 3RD STREET
SUITE 200
LAKE OSWEGO, OR 97034
United States
Phone: 503-417-2970