Ferguson Wellman Capital Management
Ferguson Wellman Capital Management is a multi-family office headquartered in Portland, United States. Founded in 1975, the employee-owned firm traces its wealth to investment management revenues generated by founders Joe Ferguson and Norb Wellman.
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management is a multi-family office headquartered in Portland, United States. Founded in 1975, the employee-owned firm traces its wealth to investment management revenues generated by founders Joe Ferguson and Norb Wellman. It advises affluent families, foundations, and retirement plans on public equity, fixed income, and alternative allocations while providing estate, tax, and philanthropic planning—allocates disciplined, research-driven capital.
General information
Firm type
Multi Family Office
Year founded
1975
AUM
—
Location
Region
North America
Country
—
City
Portland
Corporate office
888 Southwest Fifth Avenue, Suite 1200, Portland, Oregon 97204
Frequently asked questions
What is Ferguson Wellman Capital Management?
Ferguson Wellman Capital Management is a multi family office headquartered in Portland.
When was Ferguson Wellman Capital Management founded?
Ferguson Wellman Capital Management was founded in 1975.
Where is Ferguson Wellman Capital Management headquartered?
Ferguson Wellman Capital Management is headquartered in Portland, in the North America region.
What does Altss track for Ferguson Wellman Capital Management?
Altss maintains an OSINT-verified profile of Ferguson Wellman Capital Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Ferguson Wellman Capital Management's website?
Ferguson Wellman Capital Management's public website is www.fergusonwellman.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Ferguson Wellman Capital Management?
Ferguson Wellman Capital Management is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Ferguson Wellman Capital Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Ferguson Wellman Capital Management?
Ferguson Wellman Capital Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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