Computational Management, Inc. (Portland)

Name: Computational Management, Inc.
Address: 2317 Sw Vista Ave, Portland, OR, 97201 2382
Telephone: 503-297-5097

Computational Management, Inc. is a large advisory firm based in Portland. It manages $415.18 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Oregon.

Computational Management provides 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.

Computational Management: assets under management

The assets under management (AUM) of Computational Management, Inc. is $415.18 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 818% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $415.18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $46.13 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Computational 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.

Careers at Computational Management, Inc.

Pei Chih Chiu has been acting as President since 1 Nov 2001.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jay Barry Epperson	Chief executive officer	1 Nov 2001	75% - 100%	4495641
Pei Chih Chiu	Director	1 Nov 2001	75% - 100%	4495642

Based in Portland

The principal office where Computational Management, Inc. performs its advisory services is located at 2317 Sw Vista Ave, Portland, OR 97201 2382, 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 503-297-5097 or by fax 425-955-1377. The normal business hours are 9:00am--5:00pm on Monday - Friday. You can find more information about the New York firm at www.cmi-advisory.com.