Updated:
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management was established in 1975 by Joe Ferguson and Norb Wellman. The firm originated from the founders' investment management...
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management was established in 1975 by Joe Ferguson and Norb Wellman. The firm originated from the founders' investment management activities and remains employee-owned. The firm allocates across public equities, fixed income, private equity, real estate, private credit, hedge funds and secondaries. It maintains exposure to precious metals, energy, spot Bitcoin and Ethereum ETFs, and a Versus Real Asset Fund. Geographic coverage spans North America, Europe, Asia, Africa, South America, the Caribbean, the Middle East and Oceania. Investment stages include buyout and growth. The firm employs principals including Steven Holwerda, Ralph Cole and Mary Lago. Additional offices operate in Bellevue and Vancouver. Ferguson Wellman holds memberships in the Portland Art Museum, Arlington Club, Multnomah Athletic Club, CFA Society of Portland and Portland Metro Chamber. No verifiable operational events from the last 24 months appear in available sources.
General information
Firm type
Multi Family Office
Year founded
1975
AUM
10.3B (Altss estimate)
Location
Region
North America
Country
United States
City
Portland
Corporate office
888 Southwest Fifth Avenue, Suite 1200, Portland, OR 97204
Additional offices
Bellevue, WA, United States · Vancouver, WA, United States
Principals
Joe Ferguson
Co-founder
George Hosfield
Chief Investment Officer and Principal
Steven Holwerda
Managing Director and Principal
Ralph Cole
Director and Principal
Mary Lago
Chief Wealth Strategist and Principal
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
Book a demoSector focus
Frequently asked questions
Who runs investment decisions at Ferguson Wellman Capital Management?
George Hosfield serves as Chief Investment Officer and Principal. Additional principals include Steven Holwerda, Ralph Cole and Mary Lago.
What asset classes does Ferguson Wellman allocate to?
Allocations cover public equities, fixed income, private equity, real estate, private credit, hedge funds and secondaries. The firm also holds spot Bitcoin and Ethereum ETFs plus precious metals and energy exposure.
Where does Ferguson Wellman maintain offices?
The firm is headquartered in Portland, Oregon with additional offices in Bellevue, Washington and Vancouver, Washington.
How is Ferguson Wellman structured?
It operates as an employee-owned multi-family office that also serves foundations and retirement plans while providing estate, tax and philanthropic planning.
What professional associations does Ferguson Wellman belong to?
Memberships include the CFA Society of Portland, Portland Metro Chamber, Portland Art Museum Corporate Sponsor level, Arlington Club and Multnomah Athletic Club.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: