Investment adviser · CRD 107777

PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

Investment adviser filing (IA)

LAKE OSWEGO, OR, United States · Form ADV filed Mar 20, 2026

Regulatory AUM: $758M
Client accounts: 473
Employees: 8
Advisory professionals: 4

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	141	$664,871,433	87.7%
Charities	7	$39,216,004	5.2%
Retirement plans	Fewer than 5	$36,257,023	4.8%
Individuals	26	$17,969,696	2.4%

Filing source

Form ADV 2070017 · Mar 20, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

LOCAL ECONOMIES INCOME FUND, LLCOther Private Fund · Last reported Sep 26, 2012$6.08MGross asset value

Form D fundraising filings

LOCAL ECONOMIES INCOME FUND LLC

Auditor DELAP, LLP LAKE OSWEGO, Oregon, United States

Custodian CHARLES SCHWAB & CO., INC. PHOENIX, Arizona, United States Related to adviser: No

Prime broker CHARLES SCHWAB & CO., INC. PHOENIX, Arizona, United States

Prime broker HORWITZ & ASSOCIATES, INC. BIRMINGHAM, Alabama, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

CHARLES SCHWAB & CO., INC.
SEC 8-16514

CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514

HORWITZ & ASSOCIATES, INC.
CRD 5611 · SEC 8-16247

Fund details & source

Fund ID: 805-7234402027
Reported beneficial owners: 38
Minimum commitment: $100K
Form D file number: 021-114947

Form ADV 669488 · Sep 26, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 20, 2026. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

310 N. STATE STREET, SUITE 214
LAKE OSWEGO, OR, 97034, United States

CRD 107777

Filing source

Form ADV 2070017 · Mar 20, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.