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VergePointe Capital, LLC
Multifamily office listing in Lake Oswego, Oregon, United States.
- SEC-registered
- Regulatory AUM
- $283 million
- Employees
- 4
- Clients
- 0
- SEC CRD
- 151425
Overview
VergePointe’s family-office practice combines wealth management with business and tax advice for entrepreneurs and high-net-worth individuals. Its wealth-management services include customized investment plans, traditional and alternative investments, portfolio monitoring, and coordination with tax advisers.2
History
The firm says its professional advisors have served successful entrepreneurs and wealthy families for more than 30 years. VergePointe Capital operates alongside VergePointe Wealth Management, LLC, an SEC-registered investment adviser with CRD number 151425.13
Leadership
The team page identifies Craig J. Olson, Scott J. Roberts, and Matthew D. Vance as managing directors.4
Services
VergePointe provides business advice on growth strategy, exit planning, pre-sale positioning, and mergers and acquisitions.2
Its private-equity practice invests in established private companies through buyouts, family successions, recapitalizations, and growth-equity transactions. The firm focuses on consumer products, value-added manufacturing, and distribution businesses whose typical targets report $10 to $50 million in revenue and $1 to $10 million in EBITDA.5
The firm says its private-equity capital is evergreen, has no predetermined investment time horizon, and can support majority, minority, or mezzanine investments.5
VergePointe also invests in Portland Metro-area real estate, focusing on single-family and multifamily residential land development and construction projects of up to 300 units.6
What the firm offers
- Tax planning
- Business owner services
- Private and alternative investments
Client Focus
The firm’s family-office services are designed for entrepreneurs and high-net-worth individuals seeking coordinated wealth management, business advice, and tax-related support. Its private-equity strategy targets established private companies in selected consumer, manufacturing, and distribution sectors.25
Approach
VergePointe’s approach brings investment planning, alternative investments, portfolio monitoring, tax coordination, and business planning into one advisory relationship.2
Assets and Minimums
VergePointe reports approximately $283.3 million in regulatory assets under management as of its March 2, 2026 Form ADV filing. Its advisory fees may be based on assets under management, hourly rates, fixed fees, or a combination. The Form CRS describes an annual asset-based range of 0.50% to 1.25% and hourly rates of $210 to $570.78
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2016 | $118 million | $115 million | $3 million |
| 2017 | $164 million | $160 million | $4 million |
| 2018 | $173 million | $169 million | $4 million |
| 2019 | $175 million | $171 million | $4 million |
| 2020 | $191 million | $185 million | $6 million |
| 2021 | $218 million | $211 million | $7 million |
| 2022 | $226 million | $218 million | $8 million |
| 2023 | $213 million | $207 million | $5 million |
| 2025 | $260 million | $258 million | $2 million |
| 2026 | $283 million | $281 million | $2 million |
| Year | Average AUM per client |
|---|---|
| 2018 | $1 million |
| 2019 | $2 million |
| 2020 | $3 million |
| 2021 | $3 million |
| 2022 | $3 million |
| 2023 | $3 million |
| 2025 | $3 million |
| 2026 | $3 million |
| Client type | Clients (2026) |
|---|---|
| Individuals | 18 |
| High net worth individuals | 80 |
| Pooled investment vehicles | 8 |
| Charities | 5 |
| Year | Employees |
|---|---|
| 2016 | 4 |
| 2017 | 4 |
| 2018 | 4 |
| 2019 | 4 |
| 2020 | 4 |
| 2021 | 4 |
| 2022 | 4 |
| 2023 | 4 |
| 2025 | 4 |
| 2026 | 4 |
Ranks #2 of 3 SEC-registered firms in OR on MultifamilyOffices.com by regulatory AUM.
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 151425. Ranking uses only firms profiled on MultifamilyOffices.com. As of .
FAQs
What does VergePointe Capital do?
VergePointe provides family-office wealth management, business advice, private-equity investing, and Portland Metro-area real-estate investing.256
Who does VergePointe serve?
The firm works with entrepreneurs, wealthy families, high-net-worth individuals, and established private companies that fit its investment focus.25
Is VergePointe registered with the SEC?
VergePointe Wealth Management, LLC, which operates alongside VergePointe Capital, is identified as an SEC-registered investment adviser with CRD number 151425.1
Related resources
- LocationMultifamily offices in Oregon
This Oregon directory helps families and business owners identify firms serving the state and compare the types of planning, investment, and real estate support they may need. It gives useful context for evaluating whether a family-office relationship fits goals involving tax planning, business ownership, and private or alternative investments.
- Network siteCapitalGainsTax.com
CapitalGainsTax.com explains capital gains tax concepts and planning approaches that may affect investment sales, business transactions, and real estate decisions. A wealthy family or entrepreneur can use these guides to prepare questions about tax planning when reviewing private investments or discussing liquidity events with an advisory firm.
- Network siteFamilyBusinesses.com
FamilyBusinesses.com combines a directory with playbooks for family-owned companies. Business owners can use it to think through succession, governance, ownership changes, and financial planning topics before seeking advice that may include tax planning, private investments, or other services for closely held enterprises.
- GuideData privacy and security with an MFO
This resource outlines data privacy and security questions families should ask when sharing financial, business, and investment information with a multifamily office. It can help an Oregon family or private-company owner review policies for protecting sensitive records while considering tax planning and alternative investment services.
- Similar firmsAllium Financial Advisors, LLC
Capitol Family Office, Inc.Profiles for Allium Financial Advisors, LLC and Capitol Family Office, Inc. offer additional points of comparison on MultifamilyOffices.com. Reviewing other firms can help a family or business owner clarify preferred services, client focus, and investment interests before speaking with a firm such as VergePointe Capital, LLC.
Sources
- VergePointe About Us and [SEC Form ADV](https://reports.adviserinfo.sec.gov/reports/ADV/151425/PDF/151425.pdf)
- VergePointe Family Office
- VergePointe
- VergePointe Team
- VergePointe Private Equity
- VergePointe Real Estate
- SEC Form CRS
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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