Gerding Edlen Investment Management, LLC (Portland)

Name: Gerding Edlen Investment Management, LLC
Address: 1477 Nw Everett St, Portland, OR, 97209
Telephone: 503-299-6000

Gerding Edlen Investment Management, LLC is a large advisory firm based in Portland. It manages $1.56 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012.

Gerding Edlen Investment Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gerding Edlen Investment Management: assets under management

The assets under management (AUM) of Gerding Edlen Investment Management, LLC is $1.56 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 438% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.56 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $311.23 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gerding Edlen Investment Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Gerding Edlen Investment Management serves?

The only and largest group of clients of Gerding Edlen Investment Management is pooled investment vehicles with 5 clients and $1.56 billion of assets under management. Among the 9 most similar advisory firms, Gerding Edlen Investment Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.56 billion for 5 clients. None of the firm’s clients are foreign persons or businesses.

Gerding Edlen Investment Management also advises several private funds. Namely, five real estate funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Gerding Edlen Investment Management, LLC

The company employs 18 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Patrick James Wilde	Vice president of development	1 Apr 2002	Other	5871781
Damin Price Tarlow	Vice president	1 May 2002	Other	5871339
Brent Joray Gaulke	Vice president of development and acquisitions	1 Aug 2006	Other	5871337
Daniel Joseph Rinella	Controller	1 Oct 2009	Other	5871338
Stephanie Fabian	Asset management	1 Jan 2012	Other	6044719
Kelly Thomas Saito	Managing member	1 Sep 2012	50% - 75%	5871334
Molly Hering Bordonaro	Managing memebr	1 Sep 2012	Other	5871336
Gerding Edlen Development	Member (also known as gedi, inc.)	1 Sep 2012	25% - 50%	155170
Mark Charles Edlen	Executive officer	1 Sep 2012	Other	5871333
Roger Lee Krage	Chief compliance officer, senior vice president	1 Sep 2012	Other	5871335

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Mark Charles Edlen	Ceo	1 Feb 1996	50% - 75%	5871333
Kelly Thomas Saito	President	1 May 2002	Other	5871334
Roger Lee Krage	Senior vice president	1 Feb 2004	Other	5871335
Molly Hering Bordonaro	Senior vice president	1 Dec 2012	Other	5871336

Based in Portland

The principal office where Gerding Edlen Investment Management, LLC performs its advisory services is located at 1477 Nw Everett St, Portland, OR 97209, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-299-6000 or by fax 503-299-6703. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at gerdingedlen.com.