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Bandon Capital Management, LLC (Lake Oswego)


Bandon Capital Management, LLC is a mid-sized advisory firm based in Lake Oswego. It manages $49.48 million of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Oregon, and Washington.

Bandon Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, and advisory svcs to hedge funds. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bandon Capital Management: assets under management

The assets under management (AUM) of Bandon Capital Management, LLC is $49.48 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $49.48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $353.45 thousand each.
Bandon Capital Management has custody of $600 thousand in cash and securities for 43 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bandon Capital Management, LLC 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 Lake Oswego

The principal office where Bandon Capital Management, LLC performs its advisory services is located at 201 B Ave, Lake Oswego, OR 97034, 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 503-477-8100 or by fax 503-477-8068. The normal business hours are 8-4 on Monday - Friday.


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