NORTHMARQ FUND MANAGEMENT, LLC
CRD #150703 SEC #801-70494 LAKE OSWEGO, OR 503-952-0700
SEC Registered
Total AUM
$491.7M
Discretionary
$491.7M
Employees
15
Clients
--
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $491.7M | $491.7M | $0 | 15 | 6 |
| Jun 2024 | $505.2M | $505.2M | $0 | 16 | 4 |
| Mar 2024 | $505.2M | $505.2M | $0 | 14 | 4 |
| Mar 2023 | $485.6M | $485.6M | $0 | 13 | 0 |
| Mar 2022 | $449.9M | $449.9M | $0 | 13 | 0 |
| Mar 2021 | $420.9M | $420.9M | $0 | 12 | 0 |
| Jan 2021 | $452M | $452M | $0 | 11 | 0 |
| Mar 2020 | $452M | $452M | $0 | 11 | 0 |
| Mar 2019 | $373.2M | $373.2M | $0 | 12 | 0 |
| Mar 2018 | $343.5M | $343.5M | $0 | 13 | 4 |
| Nov 2017 | $345.7M | $345.7M | $0 | 12 | 4 |
| Mar 2017 | $396.9M | $396.9M | $0 | 12 | 1 |
| Oct 2016 | $372.5M | $372.5M | $0 | 12 | 1 |
| Apr 2016 | $372.5M | $372.5M | $0 | 12 | 1 |
| Mar 2016 | $372.5M | $372.5M | $0 | 12 | 1 |
| Mar 2015 | $263.5M | $263.5M | $0 | 12 | 1 |
| Mar 2014 | $250M | $250M | $0 | 13 | 1 |
| Mar 2013 | $302.6M | $302.6M | $0 | 13 | 1 |
| Apr 2012 | $284.3M | $284.3M | $0 | 11 | 1 |
| Nov 2011 | $282.9M | $282.9M | $0 | -- | -- |
| Mar 2011 | $250.1M | $250.1M | $0 | -- | -- |
DateMar 2025
Total AUM$491.7M
Discretionary$491.7M
Non-Disc.$0
Employees15
Clients6
DateJun 2024
Total AUM$505.2M
Discretionary$505.2M
Non-Disc.$0
Employees16
Clients4
DateMar 2024
Total AUM$505.2M
Discretionary$505.2M
Non-Disc.$0
Employees14
Clients4
DateMar 2023
Total AUM$485.6M
Discretionary$485.6M
Non-Disc.$0
Employees13
Clients0
DateMar 2022
Total AUM$449.9M
Discretionary$449.9M
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$420.9M
Discretionary$420.9M
Non-Disc.$0
Employees12
Clients0
DateJan 2021
Total AUM$452M
Discretionary$452M
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$452M
Discretionary$452M
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$373.2M
Discretionary$373.2M
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$343.5M
Discretionary$343.5M
Non-Disc.$0
Employees13
Clients4
DateNov 2017
Total AUM$345.7M
Discretionary$345.7M
Non-Disc.$0
Employees12
Clients4
DateMar 2017
Total AUM$396.9M
Discretionary$396.9M
Non-Disc.$0
Employees12
Clients1
DateOct 2016
Total AUM$372.5M
Discretionary$372.5M
Non-Disc.$0
Employees12
Clients1
DateApr 2016
Total AUM$372.5M
Discretionary$372.5M
Non-Disc.$0
Employees12
Clients1
DateMar 2016
Total AUM$372.5M
Discretionary$372.5M
Non-Disc.$0
Employees12
Clients1
DateMar 2015
Total AUM$263.5M
Discretionary$263.5M
Non-Disc.$0
Employees12
Clients1
DateMar 2014
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees13
Clients1
DateMar 2013
Total AUM$302.6M
Discretionary$302.6M
Non-Disc.$0
Employees13
Clients1
DateApr 2012
Total AUM$284.3M
Discretionary$284.3M
Non-Disc.$0
Employees11
Clients1
DateNov 2011
Total AUM$282.9M
Discretionary$282.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$250.1M
Discretionary$250.1M
Non-Disc.$0
Employees--
Clients--