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Allium Financial Advisors
Allium Financial Advisors was formed as a multi-family office in Lake Oswego. Sheree Arntson serves as CEO and Scott Thompson as Chief Investment Officer.
Allium Financial Advisors
Allium Financial Advisors was formed as a multi-family office in Lake Oswego. Sheree Arntson serves as CEO and Scott Thompson as Chief Investment Officer. The firm completed the acquisition of Irvington Capital assets effective December 31, 2024, as part of a succession plan for prior owner Michael Elfers. The firm maintains direct management of Irvington Capital Master Fund and Uptick Canaria Fund. It allocates to private credit, hedge funds, private equity, real estate, and secondaries. Confirmed positions include a new stake in Northern Dynasty Minerals acquired in Q1 2025. Geographic focus remains North America with late-stage direct co-investments and SPVs. Allium reported $639 million in AUM. The firm maintains registrations with the SEC and multiple state regulators. It received the Portland Business Journal Lighthouse Award in September 2025 for five consecutive years of revenue growth from 2018 to 2024. Additional offices are not disclosed. Allium operates through managed vehicles rather than external fund commitments alone. The structure incorporates both advisory services and ownership of private credit and hedge fund managers. Succession integration of Irvington Capital provides continuity in alternative investment oversight.
General information
Firm type
Multi Family Office
Year founded
2016
Location
Region
North America
Country
United States
City
Lake Oswego
Principals
Sheree Arntson
CEO
Scott Thompson
Chief Investment Officer
Pradeep Tempalli
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Allium Financial Advisors?
Scott Thompson serves as Chief Investment Officer and manages the Uptick Canaria Fund. Sheree Arntson serves as CEO. Both are quoted in the December 2024 Irvington Capital acquisition announcement.
Does Allium Financial Advisors participate in fund commitments or only direct deals?
The firm maintains direct management of Irvington Capital Master Fund and Uptick Canaria Fund. It also offers direct co-investments and SPVs in private equity, real estate, and private credit.
What investment stages does Allium Financial Advisors typically target?
Late-stage investments are confirmed. The firm lists direct co-investments and SPVs among its confirmed company types.
Which sectors does Allium Financial Advisors focus on?
Confirmed sectors include distressed and turnaround, healthcare services, and PropTech. Indicated areas include FinTech.
How is Allium Financial Advisors related to Irvington Capital?
Allium acquired the assets of Irvington Capital, LLC effective December 31, 2024, as part of a succession plan for former principal Michael Elfers.
Does Allium Financial Advisors maintain philanthropic structures?
No philanthropic vehicles or foundations are disclosed in available records.
Where does the underlying wealth come from at Allium Financial Advisors?
Wealth origin is not publicly attributed to a specific family branch or industry in the records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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