# Laurelhurst Asset Management LLC

> Laurelhurst Asset Management LLC is a state-registered investment advisory firm in Portland, OR, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 17, 2026.

- CRD: 306141
- Filed as: LAURELHURST ASSET MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306141
- AdvisorCensus page: https://advisorcensus.com/firm/laurelhurst-asset-management-llc-portland-or-306141

## Quick answers

**How is Laurelhurst Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Laurelhurst Asset Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Laurelhurst Asset Management LLC located?**
Laurelhurst Asset Management LLC's principal office is in Portland, OR, according to its Form ADV.

**Is Laurelhurst Asset Management LLC registered with the SEC or a state?**
Laurelhurst Asset Management LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 306141.

**How much does Laurelhurst Asset Management LLC manage?**
Laurelhurst Asset Management LLC reports $133,101,810 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (100% discretionary).

**How have Laurelhurst Asset Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Laurelhurst Asset Management LLC: Regulatory assets under management: $84,820,000 in the October 2021 data and $133,101,810 in the October 2026 data, up 57%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Laurelhurst Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (20); individuals (other than high net worth individuals) (8).

**Does Laurelhurst Asset 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/306141

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $133,101,810
- Discretionary: $133,101,810
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $4,111,579 |
| High net worth individuals | 20 | $128,314,403 |
| Charitable organizations | Fewer than 5 | $675,828 |

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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $84,820,000 | 1 | March 31, 2021 |
| October 2026 | $133,101,810 | 1 | September 17, 2026 |

Regulatory assets under management: $84,820,000 in the October 2021 data and $133,101,810 in the October 2026 data, up 57%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Laurelhurst Asset Management LLC (CRD 306141): Form ADV filing data as of October 2026.