Perkins Coie Capital Management, LLC (Seattle)

Name: Perkins Coie Capital Management, LLC
Address: 1201 3 Rd Ave, Seattle, WA, 98101 3099
Telephone: 888-720-8382

Perkins Coie Capital Management, LLC is a large advisory firm based in Seattle. It manages $428.03 million of regulatory assets for 150 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California and Washington.

Perkins Coie Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Perkins Coie Capital Management: assets under management

The assets under management (AUM) of Perkins Coie Capital Management, LLC is $428.03 million. The firm's AUM has grown by 894% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $126.36 million in discretionary accounts and $301.67 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $848.04 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $301.67 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Perkins Coie Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Perkins Coie Capital Management, LLC

Michelle Aimee Rubesch has served as the Chief Investment Officer since 1 Jan 2008. David F. Mcshea joined the executive team most recently as the Board Of Directors.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Perkins Coie Llp	Owner	1 Feb 2002	75% - 100%	91-0591206
Deborah Gortner Haug	Managing director	1 Mar 2002	Other	1617537
Bruce P Flynn	Board of directors	1 Mar 2002	Other	4530715
Michelle Aimee Rubesch	Senior investment officer	1 Apr 2002	Other	2096673
Thomas C. Gores	Board of directors	1 May 2002	Other	4540795
Deborah Gortner Haug	Chief compliance officer	1 Feb 2004	Other	1617537
Michael Gary Hughes	Senior investment officer	1 Jun 2004	Other	1493865
Michelle Aimee Rubesch	Chief investment officer	1 Jan 2008	Other	2096673
Kevin M. Ylvisaker	Senior investment officer	1 Jun 2008	Other	4252529
David F. Mcshea	Board of directors	1 Aug 2009	Other	5758052

Based in Seattle

The principal office where Perkins Coie Capital Management, LLC performs its advisory services is located at 1201 3 Rd Ave, Seattle, WA 98101 3099, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-720-8382 or by fax 206-359-9000. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.perkinscoie.com/groups/fiduciary.