LP Profile

Ferguson Wellman Capital Management

Also known as ferguson wellman

Wealth ManagerPortland, United StatesFounded 1975
$8.2B
Assets Under Management
Portland
Headquarters
Investment Focus

About Ferguson Wellman Capital Management

Ferguson Wellman Capital Management is a privately owned investment advisory firm established in the Pacific Northwest. As of January 1, 2024, Ferguson Wellman serves more than 1,026 clients and manages $8.9 billion in assets for individuals and families, union and corporate retirement plans, endowm

Preferred Investment Types

Fund of FundsSecondariesTurnaround

Preferred Sectors & Themes

Diversified

Preferred Geographies

North America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Ferguson Wellman Capital Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$10.7B
Total Clients
4,763
Filing Date
March 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Ferguson Wellman Capital Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Ferguson Wellman Capital Management?

Ferguson Wellman Capital Management is a wealth manager based in Portland, United States, managing approximately $8.2B in assets.

Where is Ferguson Wellman Capital Management headquartered?

Ferguson Wellman Capital Management is headquartered in Portland, United States.

How much does Ferguson Wellman Capital Management manage?

Ferguson Wellman Capital Management manages approximately $8.2B in assets under management.

When was Ferguson Wellman Capital Management founded?

Ferguson Wellman Capital Management was founded in 1975.

What does Ferguson Wellman Capital Management invest in?

Ferguson Wellman Capital Management focuses on Fund of Funds, Secondaries, Turnaround, Diversified.

How can I contact Ferguson Wellman Capital Management?

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