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Phillips and Company Advisors LLC
Phillips and Company Advisors LLC is an RIA-registered entity in the United States with no publicly disclosed AUM, principals, or investment strategy.
Phillips and Company Advisors LLC
PHILLIPS AND COMPANY ADVISORS LLC is an SEC-registered investment adviser in PORTLAND, OR, registered since 2011. The firm manages $2.7 billion in assets, with $1.2 billion managed on a discretionary basis. It employs 19 staff and 13 investment advisers.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
United States
Frequently asked questions
Who runs investment decisions at Phillips and Company Advisors LLC?
No named investment principal or decision-maker has been publicly identified for Phillips and Company Advisors LLC. The firm's ownership and leadership structure are not disclosed in accessible sources.
What investment strategy does Phillips and Company Advisors LLC employ?
Phillips and Company Advisors LLC has not publicly detailed its investment strategy. No asset-class mix, stage preference, or deal structure has been reported in industry publications or regulatory filings.
Is Phillips and Company Advisors LLC a single-family office or something else?
The firm is registered as an RIA, which can serve multiple families, but its exact classification — single-family office, multi-family office, or another advisory structure — is not specified in public records.
Does Phillips and Company Advisors LLC make direct investments or commit to funds?
No publicly available information indicates whether the firm makes direct investments, commits to external funds, or participates in co-investments. Its investment activity is not disclosed.
Where is Phillips and Company Advisors LLC based?
The firm is based in the United States, but its specific city and headquarters address have not been identified through public records or media coverage.
How much capital does Phillips and Company Advisors LLC manage?
AUM has not been disclosed by the firm and no third-party estimate is available. The figure remains Undisclosed.
What sectors does Phillips and Company Advisors LLC focus on?
No sector focus has been publicly attributed to the firm. It does not appear in industry context for any named sector.
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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