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RIA · CRD 152410State-Registered Investment Adviser

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Executive Investment Services, LLC

EXECUTIVE INVESTMENT SERVICES, LLC is a state-registered investment adviser in LAKE OSWEGO, OR. The firm manages $92 million in assets, $89 million on a...

Overview

EXECUTIVE INVESTMENT SERVICES, LLC is a state-registered investment adviser in LAKE OSWEGO, OR. The firm manages $92 million in assets, $89 million on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Corporate office

United States

Sector focus

Private CreditReal EstateInfrastructure

Frequently asked questions

What is the investment focus of Executive Investment Services, LLC?

The firm concentrates on direct investments in private credit, real estate, and infrastructure. These asset classes emphasize income generation and capital preservation, typical for family offices seeking long-term, illiquid exposures.

Who manages investment decisions at Executive Investment Services, LLC?

The principals and investment team are not publicly disclosed. Management decisions appear to be handled internally, but no named individuals are available in public sources.

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