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Executive Investment Services, LLC
EXECUTIVE INVESTMENT SERVICES, LLC is an SEC-registered investment adviser in LAKE OSWEGO, OR. The firm manages $92 million in assets, $89 million on a...
Executive Investment Services, LLC
EXECUTIVE INVESTMENT SERVICES, LLC is an SEC-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
Single Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
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.
Is Executive Investment Services, LLC a single family office or multi-family office?
Based on its structure and public filings, it operates as a single family office, managing capital for a single private wealth source. No evidence suggests it serves external families.
Does Executive Investment Services, LLC participate in fund commitments or only direct deals?
The firm's known strategy favors direct investments, likely including co-investments or club deals, common for family offices seeking control in private credit and real estate. Fund commitments are not documented in public records.
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.
What geographic regions does Executive Investment Services, LLC target?
The firm is based in the United States and its investments are likely domestic, focused on North American opportunities in private credit, real estate, and infrastructure. International exposure is not documented.
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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