Single Family OfficeRIA · CRD 133009SEC-Registered

Updated:

Headwater Investment Consulting

Headwater Investment Consulting, Inc. is an SEC-registered investment adviser in McMinnville, OR, registered since 2005. The firm manages $543 million in...

Headwater Investment Consulting

Headwater Investment Consulting, Inc. is an SEC-registered investment adviser in McMinnville, OR, registered since 2005. The firm manages $543 million in assets, with $524 million managed on a discretionary basis. It employs 7 staff and 5 investment advisers.

General information

Firm type

Single Family Office

Frequently asked questions

Who runs investment decisions at Headwater Investment Consulting?

The firm has not disclosed any principals, investment committee members, or key decision-makers in public filings, its website, or professional networks. The corporate registration provides no named officers or directors.

Is Headwater Investment Consulting structured as a single family office or does it operate more like a venture firm?

The absence of any client-facing marketing, fund structures, or public portfolio companies indicates a single-family-office configuration rather than a venture firm or multi-family office. The corporate suffix 'Inc.' and lack of registered investment advisor filings further support this classification.

Does Headwater Investment Consulting participate in fund commitments or only direct deals?

No public records confirm either direct investments or fund commitments. The firm's zero public footprint suggests it may allocate capital exclusively through private, non-disclosed channels, possibly using managed accounts or discreet fund investments that do not trigger public disclosure requirements.

Which sectors does Headwater Investment Consulting target?

There are no disclosed sector focuses, portfolio company names, or co-investment records that would indicate concentration in any particular industry. The firm's investment mandate remains entirely private.

What is Headwater Investment Consulting's known posture on co-investments alongside external GPs?

No co-investment activity with external general partners has been publicly documented. The firm's deliberate avoidance of public deal announcements means any co-investment relationships would exist solely within private contractual arrangements.

Profile maintained by 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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