801 WEST CAPITAL MANAGEMENT, LLC

310 N State Street
Suite 220
Lake Oswego, Oregon 97034
Tel: 503-548-1730

About 801 WEST CAPITAL MANAGEMENT, LLC

801 WEST CAPITAL MANAGEMENT, LLC, formally registered with the SEC as 801 WEST CAPITAL MANAGEMENT, LLC. The firm was established in 07/26/2019. They have over 1 offices throughout the country.

801 WEST CAPITAL MANAGEMENT, LLC is a Lake Oswego, Oregon based Financial Planning firm with nearly $465,293,642 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168417
SEC#	801-117086
Assets Managed by Firm	$465,293,642
No. of Clients	6
No. of Advisors	4

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$465,293,642

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JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
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