Mazama Capital Management Inc is a large advisory firm based in Portland. It manages $550.16 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Oregon.
Mazama Capital 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.
The assets under management (AUM) of Mazama Capital Management Inc is $550.16 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mazama Capital Management Inc for their services and products based on a percentage of assets under management and performance-based fees. 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.
Ronald Adair Sauer has been acting as President since 1 Oct 1997. Donald Joseph Klotter joined the executive team most recently as the Senior Vice President, Marketing & Client Service.
The principal office where Mazama Capital Management Inc performs its advisory services is located at One Southwest Columbia Street, Portland, OR 97258 2080, 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 503-221-8725 or by fax 503-221-8738. The normal business hours are 6:00am - 4:00pm on Monday - Friday. You can find more information about the New York firm at mazamacap.com.