AdvisorCensus / Financial advisors / Oregon / Portland / Washington Park Capital Management, LLC
Washington Park Capital Management, LLC
Filed as WASHINGTON PARK CAPITAL MANAGEMENT, LLC
Washington Park Capital Management, LLC is an SEC-registered investment advisory firm in Portland, OR, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.
Quick answers
From the filingHow is Washington Park Capital Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Washington Park Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management.
What does Washington Park Capital Management, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 11, 2026 states: Up to $3,000,000: 1% a year; $3,000,000 to $5,000,000: 0.75% a year; Above $5,000,000: 0.625% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Washington Park Capital Management, LLC located?
Washington Park Capital Management, LLC's principal office is in Portland, OR, according to its Form ADV.
Is Washington Park Capital Management, LLC registered with the SEC or a state?
Washington Park Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338939.
How much does Washington Park Capital Management, LLC manage?
Washington Park Capital Management, LLC reports $359,458,316 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).
What types of clients does Washington Park Capital Management, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (97); individuals (other than high net worth individuals) (94); corporations or other businesses not listed above (3).
Which custodians does Washington Park Capital Management, LLC use?
Washington Park Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Washington Park Capital 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 SEC record: https://adviserinfo.sec.gov/firm/summary/338939
Does Washington Park Capital Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 11, 2026 says: "The Firm imposes a minimum starting value of $500,000 but may, in its sole discretion, waive that minimum value."
What changed in Washington Park Capital Management, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 1 to 3. Regulatory assets under management went from $0 to $359,458,316. Registered or notice-filed in AZ, CA, TX, WA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $3,000,000 | 1% |
| $3,000,000 to $5,000,000 | 0.75% |
| Above $5,000,000 | 0.625% |
The brochure's wording
The Firm offers its investment management services for an annual fee based on the amount of assets under the Firm’s management. This management fee is generally based upon the following fee schedule:
PORTFOLIO VALUE BASE FEE First $3,000,000 1.00% Next $2,000,000 0.75% Above $5,000,000 0.625%
Account minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The Firm imposes a minimum starting value of $500,000 but may, in its sole discretion, waive that minimum value.
As stated in the firm's Form ADV Part 2A brochure dated March 11, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$359,458,316 as of October 2026, filing dated March 11, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Also doing business as
- WASHINGTON PARK ADVISORS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 1 to 3.
- Regulatory assets under management went from $0 to $359,458,316.
- Registered or notice-filed in AZ, CA, TX, WA.
- January 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Washington Park Capital Management, LLC (CRD 338939): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/washington-park-capital-management-llc-portland-or-338939