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	Firm Name	Type	Location	AUM
	LELegacy Health System	Foundation	Portland, United States	$1.3B
About Legacy Health has six hospitals, a full-service children’s hospital, and over 70 clinics in Portland, OR and Vancouver, WA. Let’s keep you healthy! Founded1970 Websitewww.example-site.com SectorsDiversified, Healthcare, Information Technology, Internet Investment TypesBuyout, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Fund of Funds, Venture (General) Contacts d.garcia@assetmgmt.com +44 20 765 4331 Katherine J. Walsh Head of Investments k.johnson@groupholdings.com Michael R. Thompson Managing Director r.brown@investco.com Upgrade to view contact detailsUpgrade
	SCScott Capital Advisors	Family Office - Multi	Portland, United States	$920M
About Scott Capital Advisors is a multi-family office based in Portland, Oregon. Established in 2020, the firm provides investment advisory services to make long-term decisions. The assets of the firm are managed by the executive management team. Founded2020 Websitewww.example-site.com Contacts p.anderson@partnersllc.com +1 202 674 9256 Robert M. Patel Portfolio Manager j.miller@capitalgroup.net David A. Nguyen Chief Investment Officer a.taylor@firmcapital.com Upgrade to view contact detailsUpgrade
	LELegacy Health System Employees Retirement Plan	Private Sector Pension Fund	Portland, United States	$842M
About Legacy Health has six hospitals, a full-service children’s hospital, and over 70 clinics in Portland, OR and Vancouver, WA. Let’s keep you healthy! Founded1964 Websitewww.example-site.com SectorsDiversified, Energy & Utilities, Healthcare, Telecoms Investment TypesBuyout, Direct Secondaries, Distressed Debt, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late ... Contacts s.chen@capitalgroup.net +1 310 697 5628 Katherine J. Walsh Head of Investments l.martinez@globalwealth.co Michael R. Thompson Managing Director d.garcia@firmcapital.com Upgrade to view contact detailsUpgrade
	SPSpringwater Wealth Management	Wealth Manager	Lake Oswego, United States	$191M
About Financial Planning and Investment Management provided by credentialed Certified Financial Planners located in Portland, Oregon and Santa Cruz, California. Founded2013 Websitewww.example-site.com Contacts k.johnson@fundmgmt.co +1 202 824 3140 Thomas W. Erikson Investment Director k.johnson@capitalgroup.net James H. Nakamura Director of Allocations t.thomas@partnersllc.com Upgrade to view contact detailsUpgrade
	TRTradewinds Wealth Management	Family Office - Multi	Portland, OR, United States	$137M
About Tradewinds Wealth Management is a multi family office based in Portland, OR, United States. Founded in 2023. The firm manages approximately $137M in assets under management. Founded2023 Websitewww.example-site.com Contacts s.chen@wealthadvisors.com +65 6 227 4660 Jennifer L. Santos Senior Partner t.thomas@fundmgmt.co Amanda C. Fitzgerald VP of Capital Markets p.anderson@globalwealth.co Upgrade to view contact detailsUpgrade

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