# Allium Financial Advisors

Allium Financial Advisors is a Multi Family Office based in Lake Oswego, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Lake Oswego, United States
- **Region:** North America
- **Founded:** 2016
- **Assets under management:** 639 (Altss estimate)
- **Website:** alliumfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/alliumfinancialadvisors

## Regulatory record

- **CRD number:** 288462
- **SEC file number:** 801-110536
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288462

## About

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.

## Sectors

- Distressed & Turnaround
- Healthcare Services
- PropTech

## People

- Sheree Arntson — CEO
- Scott Thompson — Chief Investment Officer
- Pradeep Tempalli — Principal

## 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.

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Last updated: 2026-07-08T21:10:32.340Z

Canonical page: https://altss.com/profile/allium-financial-advisors-llc

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