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Stoel Rives Retirement Plan
The Stoel Rives Retirement Plan is the pension vehicle for Stoel Rives LLP, a law firm tracing its roots to 1907 and now operating 10 offices across seven US...
Stoel Rives Retirement Plan
The Stoel Rives Retirement Plan is the pension vehicle for Stoel Rives LLP, a law firm tracing its roots to 1907 and now operating 10 offices across seven US states and Washington, D.C. The plan's sponsor, Stoel Rives LLP, is nationally recognized for its project finance, energy, and natural resources practices. The retirement assets are held and managed through the Stoel Rives Master Retirement Trust. The plan's publicly disclosed investment posture centers on venture capital, with filings indicating commitments across general venture capital strategies. Its portfolio extends beyond venture to include interests in partnership and joint ventures, registered investment companies, and common and collective trusts. A disclosed real estate holding is the Artemis Real Estate Partners Portfolio, a mixed-use asset based in the United States. The geographic footprint of the plan's investments tracks the firm's own national presence, which spans major Western markets from Anchorage to San Diego and reaches into the Midwest through its Minneapolis office. Team and scale metrics for the plan itself are not publicly reported. The parent law firm counts more than 325 attorneys and business professionals, and the plan participates in industry associations including the American Benefits Council, the Western Pension and Benefits Conference, and the International Foundation of Employee Benefit Plans. In April 2026, Stoel Rives added attorney Eric Aaserud to its Washington, D.C. office, signaling continued expansion in regulatory markets (per the firm, April 2026). The plan's defining structural feature is its embedded position inside an operating professional-services partnership. Unlike a standalone pension fund or endowment, it serves a single sponsor whose own revenues and partnership headcount directly influence plan contributions and liability profiles. Its investment activity flows through a dedicated Master Retirement Trust, a common architecture for law-firm plans that seek to segregate retirement assets from the firm's operating balance sheet.
General information
Firm type
Pension Fund
Year founded
1907
Location
Region
North America
Country
United States
City
Portland
Corporate office
Portland, OR, United States
Additional offices
Anchorage, AK, United States · Boise, ID, United States · Minneapolis, MN, United States · Sacramento, CA, United States · Salt Lake City, UT, United States · San Diego, CA, United States · San Francisco, CA, United States · Seattle, WA, United States · Washington, D.C., United States
Principals
Bree Metherall
Chief Marketing & Business Development Officer
Sector focus
Frequently asked questions
What investment strategies does the Stoel Rives Retirement Plan pursue?
Public disclosures indicate the plan focuses on general venture capital strategies. Its portfolio also includes interests in partnership and joint ventures, registered investment companies, and common and collective trusts. A known real estate holding is the Artemis Real Estate Partners Portfolio, a mixed-use asset in the United States.
How is the Stoel Rives Retirement Plan structured relative to the law firm?
The plan operates as a pension fund for the employees and partners of Stoel Rives LLP, with retirement assets held inside the Stoel Rives Master Retirement Trust. This trust structure separates the plan's assets from the law firm's operating balance sheet. The firm itself serves as both the plan sponsor and the employer.
Who oversees investment decisions for the retirement plan?
The specific investment committee or named fiduciary for the plan is not publicly disclosed. The plan's sponsor, Stoel Rives LLP, maintains a dedicated employee benefits practice group whose attorneys guide clients on retirement plan compliance and administration. The plan participates in industry groups such as the American Benefits Council and the Western Pension and Benefits Conference.
Does the Stoel Rives Retirement Plan invest directly in operating companies or through funds?
Filings show the plan invests across multiple structures, including registered investment companies, common and collective trusts, and partnership and joint venture interests. Its venture capital exposure is described as general venture capital strategies, which typically involve commitments to external venture capital funds rather than direct operating-company investments.
What is the geographic focus of the plan's investments?
The plan's known real estate exposure resides in the United States, consistent with the domestic footprint of Stoel Rives LLP, which operates offices in seven Western states, Minnesota, and Washington, D.C. Its venture capital commitments are not publicly limited to a specific geographic region within the US.
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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