Crabbe Huson Group Inc (Portland)

Name: Crabbe Huson Group Inc
Address: 121 S.W. Morrison, Portland, OR, 97204
Telephone: 503-295-0111

Crabbe Huson Group Inc is a large advisory firm based in Portland. It manages $475.28 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Oregon and Washington.

Crabbe Huson Group 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.

Crabbe Huson Group: assets under management

The assets under management (AUM) of Crabbe Huson Group Inc is $475.28 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $475.28 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $26.4 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Crabbe Huson Group 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 Crabbe Huson Group Inc

J Andrew Hilbert has been acting as President since 1 Jun 2000. Garth Robert Nisbet has served as the Chief Investment Officer since 1 Dec 1999. Inc. Fleet/Liberty Holdings joined the executive team most recently as the Sole Shareholder/Member Of Liberty Funds Group Llc.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lindsay Cook	Director, president	1 Sep 1998	Other	1184171
Thomas Francis Biesiadecki	Chief compliance officer	1 Sep 1998	Other	2210719
Inc. Liberty Financial Companies	Sole shareholder of crabbe huson group, inc.	1 Oct 1998	75% - 100%	04-3260640
Daniel Charles Sheehan	Chief operating officer,chief financial officer,treasurer,secretary,chief compliance officer	1 Jul 1999	Other	4371906
Garth Robert Nisbet	Chief investment officer	1 Dec 1999	Other	1461439
J Andrew Hilbert	Director	1 Jun 2000	Other	3110379
Inc. Fleet/Liberty Holdings	Sole shareholder/member of liberty funds group llc	1 Nov 2001	75% - 100%	00-0000000
Keith Banks	President and director	1 Nov 2001	Other	2460880
Roger Sayler	Director	1 Nov 2001	Other	1920994
Joseph Robert Palombo	Director	1 Nov 2001	Other	2543562
Jean Susan Loewenberg	Clerk and chief legal officer	1 Nov 2001	Other	1811391
Thomas Francis Biesiadecki	Compliance officer	1 Nov 2001	Other	2210719
Inc. Columbia Management Group	Sole shareholder crabbe huson group, inc.	1 Nov 2001	75% - 100%	01-0547933
Keith Thomas Banks	President, ceo, chairman and director	1 Nov 2001	Other	2460880
Roger A Sayler	Director and executive vice president	1 Nov 2001	Other	1920994
Philip John Iudice	Treasurer	1 Nov 2001	Other	2036589

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Liberty Corporate Holdings	Sole shareholder of lfc management corporation	1 Sep 1998	75% - 100%	04-3401639
Inc. Lfc Holdings	Sole shareholder of liberty corporate holdings, inc.	1 Sep 1998	75% - 100%	04-3119501
Liberty Mutual Equity Corporation	Sole shareholder of lfc holdings, inc.	1 Sep 1998	75% - 100%	04-3119508
Liberty Mutual Insurance Company	Sole shareholder of liberty mutual equity corporation	1 Sep 1998	75% - 100%	04-1543470
Lfc Management Corporation	Majority shareholder of liberty financial companies, inc.	1 Dec 1998	50% - 75%	04-3441689
Fleet National Bank	Sole shareholder of fleet/liberty holdings, inc.	1 Nov 2001	75% - 100%	04-2472499
Fleetboston Financial Corporation	Sole shareholder of fleet national bank	1 Nov 2001	75% - 100%	05-0341324

Based in Portland

The principal office where Crabbe Huson Group Inc performs its advisory services is located at 121 S.W. Morrison, Portland, OR 97204, which is also the mailing address of the firm. An additional office of the firm is in Seattle, WA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 503-295-0111 or by fax 503-417-3757. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.contrarian.com.