# Phillips and Company Advisors LLC

Phillips and Company Advisors LLC is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/phillipsandcompany

## Regulatory record

- **CRD number:** 167214
- **SEC file number:** 801-63879
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167214

## About

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.

## 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.

### 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.

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Last updated: 2026-07-06T01:24:23.267Z

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