North Forty Management, LLC (Seattle)

North Forty Management, LLC is a large advisory firm based in Seattle. It manages $780.8 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Washington.

North Forty Management provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

North Forty Management: assets under management

The assets under management (AUM) of North Forty Management, LLC is $780.8 million. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $695.27 million in discretionary accounts and $85.53 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $99.32 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $85.53 million.

Careers at North Forty Management, LLC

Thomas Nelson Felker has served as the Chief Investment Officer since 1 Jul 2003. Christine Fritchman Riley joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey Scott Raikes	Member	1 Feb 2003	50% - 75%	6018723
Thomas Nelson Felker	Chief investment officer	1 Jul 2003	Other	3001007
Raikes Foundation	Member	1 Jul 2008	Other	91-2173492
Jmh Nonexempt Marital Trust	Member	1 Apr 2009	25% - 50%	26-6667835
Jmh Exempt Marital Trust	Member	1 Apr 2009	Other	26-6667832
Christine Fritchman Riley	Chief compliance officer	1 Jan 2012	Other	2397174

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey Scott Raikes	Trustee	1 Apr 2009	Other	6018723
Bny Mellon N.A.	Trustee	1 Apr 2009	Other	13-2614959
Geoff Cowper	Trustee	1 Apr 2009	Other	6028602

Based in Seattle

The principal office where North Forty Management, LLC performs its advisory services is located at 2157 N. Northlake Way, Seattle, WA 98103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.