{
  "crd_number": 338939,
  "slug": "washington-park-capital-management-llc-portland-or-338939",
  "primary_business_name": "WASHINGTON PARK CAPITAL MANAGEMENT, LLC",
  "legal_name": "WASHINGTON PARK CAPITAL MANAGEMENT, LLC",
  "dbas": [
    "WASHINGTON PARK ADVISORS"
  ],
  "city": "Portland",
  "state": "OR",
  "country": "United States",
  "cbsa_code": "38900",
  "metro": {
    "cbsa_code": "38900",
    "common_name": "Portland",
    "msa_name": "Portland-Vancouver-Hillsboro, OR-WA",
    "path": "/advisors/or/portland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-12-19",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-03-11",
  "carried_forward": false,
  "raum_total": 359458316.0,
  "raum_discretionary": 359458316.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 49843873.0,
      "count": 94
    },
    "high_net_worth_individuals": {
      "raum": 305621455.0,
      "count": 97
    },
    "corporations_other_businesses": {
      "raum": 3992988.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://waparkadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338939",
  "city_as_filed": "PORTLAND",
  "url": "https://advisorcensus.com/firm/washington-park-capital-management-llc-portland-or-338939",
  "display_name": "Washington Park Capital Management, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Washington Park Capital Management, LLC (CRD 338939): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Washington Park Capital Management, LLC compensated?",
      "a": "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."
    },
    {
      "q": "What does Washington Park Capital Management, LLC's brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Washington Park Capital Management, LLC located?",
      "a": "Washington Park Capital Management, LLC's principal office is in Portland, OR, according to its Form ADV."
    },
    {
      "q": "Is Washington Park Capital Management, LLC registered with the SEC or a state?",
      "a": "Washington Park Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338939."
    },
    {
      "q": "How much does Washington Park Capital Management, LLC manage?",
      "a": "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)."
    },
    {
      "q": "What types of clients does Washington Park Capital Management, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Washington Park Capital Management, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Washington Park Capital Management, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Washington Park Capital Management, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Washington Park Capital Management, LLC's recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 11, 2026",
    "tiers": [
      {
        "band": "Up to $3,000,000",
        "rate": "1%"
      },
      {
        "band": "$3,000,000 to $5,000,000",
        "rate": "0.75%"
      },
      {
        "band": "Above $5,000,000",
        "rate": "0.625%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The Firm imposes a minimum starting value of $500,000 but may, in its sole discretion, waive that minimum value."
        ]
      }
    ],
    "quotes": [
      "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%",
      "The Firm imposes a minimum starting value of $500,000 but may, in its sole discretion, waive that minimum value."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/washington-park-capital-management-llc-portland-or-338939.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 94,
      "fewer_than_5": false,
      "raum": 49843873.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 97,
      "fewer_than_5": false,
      "raum": 305621455.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 3992988.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338939",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}