Capital United, LLC is a large advisory firm based in Hillsboro. It manages $124 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California, Oregon, Puerto Rico, and Washington.
Capital United provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Capital United, LLC is $124 million. The company doesn't manage any assets belonging to foreign clients.
The only and largest group of clients of Capital United is pooled investment vehicles with 2 clients and $124 million of assets under management. Among the 8 most similar advisory firms, Capital United has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $124 million for 2 clients. None of the firm’s clients are foreign persons or businesses.
Capital United also advises several private funds. Namely, one real estate fund. The minimum investment commitment required of non-related persons is $550,000 for each fund.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Capital United, LLC performs its advisory services is located at 535 Se Washington St, Hillsboro, OR 97123, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (424) 279-8308. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at capunited.com.