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Csa Global Asset Management LLC (Lake Oswego)


Csa Global Asset Management LLC is an adviser based in Lake Oswego. It manages $10.01 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Oregon.

Csa Global Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Csa Global Asset Management: assets under management

The assets under management (AUM) of Csa Global Asset Management LLC is $10.01 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $10.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.34 million each.
Csa Global Asset Management has custody of $10.01 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Csa Global Asset Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lake Oswego

The principal office where Csa Global Asset Management LLC performs its advisory services is located at 16679 Boones Ferry Road, Lake Oswego, OR 97035, 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 503-886-9400 or by fax 503-210-1131. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


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