# Keturi Investment Management, LLC

> Keturi Investment Management, LLC is a state-registered investment advisory firm in Lake Oswego, OR, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.

- CRD: 315951
- Filed as: KETURI INVESTMENT MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lake Oswego, OR
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315951
- AdvisorCensus page: https://advisorcensus.com/firm/keturi-investment-management-llc-lake-oswego-or-315951

## Quick answers

**How is Keturi Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Keturi Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Keturi Investment Management, LLC located?**
Keturi Investment Management, LLC's principal office is in Lake Oswego, OR, according to its Form ADV.

**Is Keturi Investment Management, LLC registered with the SEC or a state?**
Keturi Investment Management, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 315951.

**How much does Keturi Investment Management, LLC manage?**
Keturi Investment Management, LLC reports $68,603,187 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (100% discretionary).

**What types of clients does Keturi Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13).

**Does Keturi Investment Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/315951

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $68,603,187
- Discretionary: $68,603,187
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $2,087,884 |
| High net worth individuals | 13 | $62,837,601 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $3,677,702 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- keturiinvestments.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Keturi Investment Management, LLC (CRD 315951): Form ADV filing data as of October 2026.