# Companion Portfolio Management

Companion Portfolio Management is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** companionportfolio.com

## Regulatory record

- **CRD number:** 155897
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155897

## About

COMPANION PORTFOLIO MANAGEMENT is a state-registered investment adviser in SEQUIM, WA. The firm manages approximately $45 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Private Credit
- Real Estate
- Infrastructure

## Questions

### Who runs investment decisions at Companion Portfolio Management?

Companion Portfolio Management's investment leadership is not publicly disclosed. The firm does not name principals or portfolio managers in available records. Institutional allocators should request team details directly as part of due diligence.

### How does Companion Portfolio Management source proprietary deal flow?

Companion sources deals through direct origination networks in private credit and real estate, leveraging relationships with sponsors and intermediaries. The firm does not operate a formal venture capital or growth equity platform.

### What investment stages does Companion Portfolio Management typically target?

Companion targets credit and real asset investments across the risk spectrum, including senior secured debt, mezzanine, and equity co-investments. It does not focus on early-stage venture or growth equity.

## Related profiles

- [MCQUADE, KATHLEEN MARY](https://altss.com/profile/mcquade-kathleen-mary)
- [Quam Wealth Advisory Group](https://altss.com/profile/quam-wealth-advisory-group-llc)

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Last updated: 2026-07-06T01:24:14.351Z

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