NORTH FORTY MANAGEMENT, LLC
Legal name: NORTH FORTY MANAGEMENT
CRD #160296 SEC #801-74274 SEATTLE, WA 206-801-9530
SEC Registered
Total AUM
$780.8M
Discretionary
$695.3M
Employees
3
Clients
--
Accounts
8
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FELKER, THOMAS, NELSON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FELKER, THOMAS, NELSON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FELKER, THOMAS, NELSON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FELKER, THOMAS, NELSON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FELKER, THOMAS, NELSON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FELKER, THOMAS, NELSON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FELKER, THOMAS, NELSON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FELKER, THOMAS, NELSON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FELKER, THOMAS, NELSON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| JMH EXEMPT MARITAL TRUST | DE | MEMBER | NA | |
| JMH EXEMPT MARITAL TRUST | DE | MEMBER | NA | |
| JMH EXEMPT MARITAL TRUST | DE | MEMBER | NA | |
| JMH NONEXEMPT MARITAL TRUST | DE | MEMBER | NA | |
| JMH NONEXEMPT MARITAL TRUST | DE | MEMBER | NA | |
| JMH NONEXEMPT MARITAL TRUST | DE | MEMBER | NA | |
| RAIKES FOUNDATION | DE | MEMBER | NA | |
| RAIKES FOUNDATION | DE | MEMBER | NA | |
| RAIKES FOUNDATION | DE | MEMBER | NA | |
| RILEY, CHRISTINE, FRITCHMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, CHRISTINE, FRITCHMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, CHRISTINE, FRITCHMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, CHRISTINE, FRITCHMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, CHRISTINE, FRITCHMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, CHRISTINE, FRITCHMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, CHRISTINE, FRITCHMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, CHRISTINE, FRITCHMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, CHRISTINE, FRITCHMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RAIKES, JEFFREY, SCOTT | I | MEMBER | E | Control |
| RAIKES, JEFFREY, SCOTT | I | MEMBER | E | Control |
| RAIKES, JEFFREY, SCOTT | I | MEMBER | E | Control |
| RAIKES, JEFFREY, SCOTT | I | MEMBER | D | Control |
| RAIKES, JEFFREY, SCOTT | I | MEMBER | D | Control |
| RAIKES, JEFFREY, SCOTT | I | MEMBER | D | Control |
| RAIKES, JEFFREY, SCOTT | I | MEMBER | D | Control |
| RAIKES, JEFFREY, SCOTT | I | MEMBER | D | Control |
| RAIKES, JEFFREY, SCOTT | I | MEMBER | D | Control |
| JMH NONEXEMPT MARITAL TRUST | DE | MEMBER | C | Control |
| JMH NONEXEMPT MARITAL TRUST | DE | MEMBER | C | Control |
| JMH NONEXEMPT MARITAL TRUST | DE | MEMBER | C | Control |
| JMH NONEXEMPT MARITAL TRUST | DE | MEMBER | C | Control |
| JMH NONEXEMPT MARITAL TRUST | DE | MEMBER | C | Control |
| JMH NONEXEMPT MARITAL TRUST | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BNY MELLON N.A. | DE | JMH NONEXEMPT MARITAL TRUST | F | Control |
| BNY MELLON N.A. | DE | JMH NONEXEMPT MARITAL TRUST | F | Control |
| BNY MELLON N.A. | DE | JMH NONEXEMPT MARITAL TRUST | F | Control |
| BNY MELLON N.A. | DE | JMH NONEXEMPT MARITAL TRUST | F | Control |
| BNY MELLON N.A. | DE | JMH NONEXEMPT MARITAL TRUST | F | Control |
| BNY MELLON N.A. | DE | JMH EXEMPT MARITAL TRUST AND JMH NONEXEMPT MARITAL TRUST | F | Control |
| BNY MELLON N.A. | DE | JMH EXEMPT MARITAL TRUST AND JMH NONEXEMPT MARITAL TRUST | F | Control |
| BNY MELLON N.A. | DE | JMH EXEMPT MARITAL TRUST AND JMH NONEXEMPT MARITAL TRUST | F | Control |
| BNY MELLON N.A. | DE | JMH NONEXEMPT MARITAL TRUST | F | Control |
| COWPER, GEOFF | I | JHM NONEXEMPT MARITAL TRUST | F | Control |
| COWPER, GEOFF | I | JHM NONEXEMPT MARITAL TRUST | F | Control |
| COWPER, GEOFF | I | JHM NONEXEMPT MARITAL TRUST | F | Control |
| COWPER, GEOFF | I | JHM NONEXEMPT MARITAL TRUST | F | Control |
| COWPER, GEOFF | I | JHM NONEXEMPT MARITAL TRUST | F | Control |
| COWPER, GEOFF | I | JHM EXEMPT MARITAL TRUST AND JHM NONEXEMPT MARITAL TRUST | F | Control |
| COWPER, GEOFF | I | JHM EXEMPT MARITAL TRUST AND JHM NONEXEMPT MARITAL TRUST | F | Control |
| COWPER, GEOFF | I | JHM EXEMPT MARITAL TRUST AND JHM NONEXEMPT MARITAL TRUST | F | Control |
| COWPER, GEOFF | I | JHM NONEXEMPT MARITAL TRUST | F | Control |
| RAIKES, JEFFREY, SCOTT | I | JMH NONEXEMPT MARITAL TRUST | F | Control |
| RAIKES, JEFFREY, SCOTT | I | JMH NONEXEMPT MARITAL TRUST | F | Control |
| RAIKES, JEFFREY, SCOTT | I | JMH NONEXEMPT MARITAL TRUST | F | Control |
| RAIKES, JEFFREY, SCOTT | I | JMH NONEXEMPT MARITAL TRUST | F | Control |
| RAIKES, JEFFREY, SCOTT | I | JMH NONEXEMPT MARITAL TRUST | F | Control |
| RAIKES, JEFFREY, SCOTT | I | JMH EXEMPT MARITAL TRUST AND JMH NONEXEMPT MARITAL TRUST | F | Control |
| RAIKES, JEFFREY, SCOTT | I | JMH EXEMPT MARITAL TRUST AND JMH NONEXEMPT MARITAL TRUST | F | Control |
| RAIKES, JEFFREY, SCOTT | I | JMH EXEMPT MARITAL TRUST AND JMH NONEXEMPT MARITAL TRUST | F | Control |
| RAIKES, JEFFREY, SCOTT | I | JMH NONEXEMPT MARITAL TRUST | F | Control |
Registrations
Federal
IA
Mar 29, 2016 REGISTERED
Notice Filings (1)
WA
Address
2157 N. NORTHLAKE WAYSUITE 220
SEATTLE, WA 98103
United States
Phone: 206-801-9530