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Tyee Capital Management, Inc. (Portland)


Tyee Capital Management, Inc. is a large advisory firm based in Portland. It manages $598.87 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Michigan and Oregon.

Tyee Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and 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.

Tyee Capital Management: assets under management

The assets under management (AUM) of Tyee Capital Management, Inc. is $598.87 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 313% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $598.87 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $31.52 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tyee Capital Management, Inc. 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 Portland

The principal office where Tyee Capital Management, Inc. performs its advisory services is located at 1211 Sw Fifth Avenue, Portland, OR 97204, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 503-972-0150 or by fax 503-972-0130. The normal business hours are 6:00 am - 4:00 pm pst on Monday - Friday.


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