Investment adviser · CRD 158996
RAIN CAPITAL MANAGEMENT
Investment adviser filing (IA)
RAIN CAPITAL MANAGEMENT, LLC
LAKE OSWEGO, OR, United States · Form ADV filed Mar 28, 2024
- Regulatory AUM
- $379M Form ADV · Item 5.F
- Client accounts
- 681 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 173 | $362,000,000 | 95.5% |
| Individuals | 30 | $10,000,000 | 2.6% |
| Retirement plans | Fewer than 5 | $4,000,000 | 1.1% |
| Charities | Fewer than 5 | $2,000,000 | 0.5% |
| Corporations & businesses | Fewer than 5 | $1,000,000 | 0.3% |
Filing source
Form ADV 1820538 · Mar 28, 2024 · 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 28, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
525 3RD STREET, SUITE 224LAKE OSWEGO, OR, 97034, United States
CRD 158996
Filing source
Form ADV 1820538 · Mar 28, 2024 · 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.